Jones Financial Companies’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
5,394
-1
| -0% | -$305 | ﹤0.01% | 817 |
|
|
2025
Q1 | $1.41M | Buy |
5,395
+580
| +12% | +$152K | ﹤0.01% | 746 |
|
|
2024
Q4 | $1.42M | Buy |
4,815
+1,418
| +42% | +$419K | ﹤0.01% | 650 |
|
|
2024
Q3 | $924K | Buy |
3,397
+1,897
| +126% | +$516K | ﹤0.01% | 631 |
|
|
2024
Q2 | $371K | Buy |
1,500
+1,109
| +284% | +$274K | ﹤0.01% | 639 |
|
|
2024
Q1 | $102K | Buy |
391
+375
| +2,344% | +$97.7K | ﹤0.01% | 588 |
|
|
2023
Q4 | $3.9K | Buy |
+16
| New | +$3.9K | ﹤0.01% | 794 |
|
|
2023
Q2 | – | Sell |
-105
| Closed | -$21.9K | – | 528 |
|
|
2023
Q1 | $21.9K | Buy |
105
+17
| +19% | +$3.54K | ﹤0.01% | 415 |
|
|
2022
Q4 | $16K | Buy |
+88
| New | +$16K | ﹤0.01% | 438 |
|
|
2022
Q3 | – | Sell |
-137
| Closed | -$24K | – | 529 |
|
|
2022
Q2 | $24K | Buy |
137
+97
| +243% | +$17K | ﹤0.01% | 384 |
|
|
2022
Q1 | $9K | Sell |
40
-12
| -23% | -$2.7K | ﹤0.01% | 513 |
|
|
2021
Q4 | $15K | Hold |
52
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $15K | Hold |
52
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $15K | Sell |
52
-19
| -27% | -$5.48K | ﹤0.01% | 429 |
|
|
2021
Q1 | $20K | Sell |
71
-19
| -21% | -$5.35K | ﹤0.01% | 457 |
|
|
2020
Q4 | $27K | Buy |
+90
| New | +$27K | ﹤0.01% | 340 |
|
|
2013
Q4 | – | Sell |
-68
| Closed | -$3K | – | 224 |
|
|
2013
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 616 |
|
|
2013
Q2 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 719 |
|