Kestra Advisory Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
7,915
+643
| +9% | +$199K | 0.01% | 976 |
|
|
2025
Q1 | $1.9M | Sell |
7,272
-1,697
| -19% | -$444K | 0.01% | 1011 |
|
|
2024
Q4 | $2.65M | Sell |
8,969
-514
| -5% | -$152K | 0.01% | 853 |
|
|
2024
Q3 | $2.61M | Sell |
9,483
-1,438
| -13% | -$396K | 0.01% | 825 |
|
|
2024
Q2 | $2.7M | Sell |
10,921
-1,761
| -14% | -$436K | 0.02% | 817 |
|
|
2024
Q1 | $3.3M | Buy |
12,682
+1,275
| +11% | +$332K | 0.02% | 672 |
|
|
2023
Q4 | $2.78M | Buy |
11,407
+874
| +8% | +$213K | 0.02% | 660 |
|
|
2023
Q3 | $2.18M | Sell |
10,533
-906
| -8% | -$187K | 0.02% | 657 |
|
|
2023
Q2 | $2.34M | Sell |
11,439
-2,575
| -18% | -$527K | 0.02% | 619 |
|
|
2023
Q1 | $2.92M | Sell |
14,014
-17,582
| -56% | -$3.66M | 0.03% | 521 |
|
|
2022
Q4 | $5.9M | Buy |
31,596
+6,588
| +26% | +$1.23M | 0.05% | 379 |
|
|
2022
Q3 | $4.67M | Buy |
25,008
+3,442
| +16% | +$643K | 0.05% | 389 |
|
|
2022
Q2 | $3.71M | Buy |
21,566
+1,525
| +8% | +$262K | 0.04% | 448 |
|
|
2022
Q1 | $4.3M | Buy |
20,041
+1,896
| +10% | +$406K | 0.04% | 414 |
|
|
2021
Q4 | $5.1M | Buy |
18,145
+1,250
| +7% | +$351K | 0.05% | 369 |
|
|
2021
Q3 | $4.82M | Buy |
16,895
+879
| +5% | +$251K | 0.05% | 401 |
|
|
2021
Q2 | $4.68M | Buy |
16,016
+229
| +1% | +$66.8K | 0.05% | 374 |
|
|
2021
Q1 | $4.38M | Buy |
15,787
+13,962
| +765% | +$3.87M | 0.06% | 362 |
|
|
2020
Q4 | $546K | Buy |
+1,825
| New | +$546K | 0.01% | 1162 |
|