Kovitz Investment Group Partners’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
37,246
+5,339
| +17% | +$1.65M | 0.05% | 281 |
|
|
2025
Q1 | $8.35M | Buy |
31,907
+3,934
| +14% | +$1.03M | 0.04% | 303 |
|
|
2024
Q4 | $8.27M | Buy |
27,973
+382
| +1% | +$113K | 0.04% | 308 |
|
|
2024
Q3 | $6.8M | Buy |
27,591
+2,437
| +10% | +$601K | 0.05% | 291 |
|
|
2024
Q2 | $6.22M | Sell |
25,154
-8,579
| -25% | -$2.12M | 0.05% | 251 |
|
|
2024
Q1 | $8.78M | Sell |
33,733
-3,748
| -10% | -$976K | 0.11% | 136 |
|
|
2023
Q4 | $9.13M | Sell |
37,481
-295,036
| -89% | -$71.8M | 0.15% | 76 |
|
|
2023
Q3 | $68.8M | Sell |
332,517
-88,106
| -21% | -$18.2M | 1.24% | 29 |
|
|
2023
Q2 | $86.1M | Buy |
420,623
+63,015
| +18% | +$12.9M | 1.26% | 30 |
|
|
2023
Q1 | $74.4M | Sell |
357,608
-62,706
| -15% | -$13.1M | 1.29% | 28 |
|
|
2022
Q4 | $78.5M | Sell |
420,314
-16,179
| -4% | -$3.02M | 1.55% | 18 |
|
|
2022
Q3 | $81.5M | Buy |
436,493
+42,433
| +11% | +$7.93M | 1.89% | 14 |
|
|
2022
Q2 | $67.8M | Sell |
394,060
-2,329
| -0.6% | -$400K | 1.5% | 22 |
|
|
2022
Q1 | $85M | Buy |
396,389
+125,379
| +46% | +$26.9M | 1.62% | 16 |
|
|
2021
Q4 | $81.5M | Sell |
271,010
-65,882
| -20% | -$19.8M | 1.92% | 14 |
|
|
2021
Q3 | $96.1M | Buy |
336,892
+26,826
| +9% | +$7.65M | 1.91% | 15 |
|
|
2021
Q2 | $90.5M | Buy |
310,066
+27,995
| +10% | +$8.17M | 1.78% | 17 |
|
|
2021
Q1 | $78.2M | Buy |
282,071
+14,937
| +6% | +$4.14M | 1.83% | 15 |
|
|
2020
Q4 | $81.6M | Buy |
267,134
+5,408
| +2% | +$1.65M | 1.99% | 14 |
|
|
2020
Q3 | $60.5M | Buy |
261,726
+96,833
| +59% | +$22.4M | 1.69% | 19 |
|
|
2020
Q2 | $39.4M | Buy |
164,893
+30,371
| +23% | +$7.26M | 1.22% | 29 |
|
|
2020
Q1 | $21M | Buy |
+134,522
| New | +$21M | 0.76% | 36 |
|