Kestra Private Wealth 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 | $2.74M | Sell |
8,843
-63
| -0.7% | -$19.5K | 0.04% | 418 |
|
|
2025
Q1 | $2.33M | Buy |
8,906
+101
| +1% | +$26.4K | 0.04% | 424 |
|
|
2024
Q4 | $2.6M | Buy |
8,805
+9
| +0.1% | +$2.66K | 0.04% | 367 |
|
|
2024
Q3 | $2.42M | Sell |
8,796
-145
| -2% | -$39.9K | 0.04% | 374 |
|
|
2024
Q2 | $2.21M | Buy |
8,941
+218
| +2% | +$53.9K | 0.04% | 370 |
|
|
2024
Q1 | $2.27M | Buy |
8,723
+241
| +3% | +$62.8K | 0.05% | 343 |
|
|
2023
Q4 | $2.07M | Sell |
8,482
-72
| -0.8% | -$17.5K | 0.05% | 339 |
|
|
2023
Q3 | $1.77M | Buy |
8,554
+1,793
| +27% | +$371K | 0.06% | 327 |
|
|
2023
Q2 | $1.38M | Buy |
6,761
+3,692
| +120% | +$755K | 0.05% | 368 |
|
|
2023
Q1 | $639K | Buy |
3,069
+1,761
| +135% | +$367K | 0.03% | 529 |
|
|
2022
Q4 | $244K | Sell |
1,308
-2,177
| -62% | -$407K | 0.01% | 728 |
|
|
2022
Q3 | $651K | Buy |
3,485
+225
| +7% | +$42K | 0.04% | 425 |
|
|
2022
Q2 | $561K | Buy |
3,260
+385
| +13% | +$66.3K | 0.03% | 467 |
|
|
2022
Q1 | $616K | Sell |
2,875
-429
| -13% | -$91.9K | 0.03% | 509 |
|
|
2021
Q4 | $929K | Buy |
3,304
+1,668
| +102% | +$469K | 0.04% | 401 |
|
|
2021
Q3 | $467K | Buy |
1,636
+683
| +72% | +$195K | 0.03% | 557 |
|
|
2021
Q2 | $278K | Sell |
953
-60
| -6% | -$17.5K | 0.02% | 702 |
|
|
2021
Q1 | $281K | Buy |
+1,013
| New | +$281K | 0.02% | 616 |
|