Keudell/Morrison Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+660
| New | +$204K | 0.05% | 216 |
|
|
2025
Q1 | – | Sell |
-688
| Closed | -$203K | – | 219 |
|
|
2024
Q4 | $203K | Buy |
+688
| New | +$203K | 0.05% | 210 |
|
|
2024
Q2 | – | Sell |
-1,478
| Closed | -$385K | – | 207 |
|
|
2024
Q1 | $385K | Buy |
1,478
+257
| +21% | +$66.9K | 0.12% | 135 |
|
|
2023
Q4 | $297K | Sell |
1,221
-309
| -20% | -$75.2K | 0.1% | 154 |
|
|
2023
Q3 | $317K | Hold |
1,530
| – | – | 0.1% | 138 |
|
|
2023
Q2 | $313K | Sell |
1,530
-78
| -5% | -$16K | 0.09% | 146 |
|
|
2023
Q1 | $335K | Buy |
1,608
+50
| +3% | +$10.4K | 0.1% | 133 |
|
|
2022
Q4 | $291K | Sell |
1,558
-24
| -2% | -$4.49K | 0.09% | 138 |
|
|
2022
Q3 | $296K | Sell |
1,582
-263
| -14% | -$49.2K | 0.11% | 139 |
|
|
2022
Q2 | $317K | Sell |
1,845
-86
| -4% | -$14.8K | 0.12% | 132 |
|
|
2022
Q1 | $414K | Buy |
1,931
+119
| +7% | +$25.5K | 0.17% | 112 |
|
|
2021
Q4 | $510K | Sell |
1,812
-141
| -7% | -$39.7K | 0.2% | 97 |
|
|
2021
Q3 | $557K | Buy |
1,953
+35
| +2% | +$9.98K | 0.24% | 93 |
|
|
2021
Q2 | $560K | Sell |
1,918
-146
| -7% | -$42.6K | 0.31% | 89 |
|
|
2021
Q1 | $572K | Sell |
2,064
-517
| -20% | -$143K | 0.33% | 85 |
|
|
2020
Q4 | $788K | Sell |
2,581
-19
| -0.7% | -$5.8K | 0.5% | 67 |
|
|
2020
Q3 | $601K | Buy |
2,600
+58
| +2% | +$13.4K | 0.39% | 71 |
|
|
2020
Q2 | $608K | Buy |
2,542
+553
| +28% | +$132K | 0.5% | 69 |
|
|
2020
Q1 | $310K | Buy |
1,989
+874
| +78% | +$136K | 0.3% | 100 |
|
|
2019
Q4 | $205K | Buy |
+1,115
| New | +$205K | 0.14% | 145 |
|