LFA
Legacy Financial Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
3,763
-69
| -2% | -$21.4K | 0.18% | 92 |
|
|
2025
Q1 | $1M | Buy |
3,832
+177
| +5% | +$46.3K | 0.17% | 103 |
|
|
2024
Q4 | $1.08M | Sell |
3,655
-2
| -0.1% | -$591 | 0.18% | 96 |
|
|
2024
Q3 | $1.01M | Buy |
3,657
+55
| +2% | +$15.2K | 0.17% | 98 |
|
|
2024
Q2 | $891K | Buy |
3,602
+199
| +6% | +$49.2K | 0.16% | 106 |
|
|
2024
Q1 | $886K | Buy |
3,403
+200
| +6% | +$52.1K | 0.16% | 105 |
|
|
2023
Q4 | $780K | Buy |
3,203
+351
| +12% | +$85.5K | 0.15% | 109 |
|
|
2023
Q3 | $590K | Buy |
2,852
+711
| +33% | +$147K | 0.12% | 111 |
|
|
2023
Q2 | $438K | Buy |
2,141
+354
| +20% | +$72.4K | 0.08% | 153 |
|
|
2023
Q1 | $372K | Sell |
1,787
-166
| -8% | -$34.6K | 0.08% | 162 |
|
|
2022
Q4 | $365K | Buy |
1,953
+131
| +7% | +$24.5K | 0.08% | 152 |
|
|
2022
Q3 | $340K | Buy |
1,822
+92
| +5% | +$17.2K | 0.08% | 142 |
|
|
2022
Q2 | $298K | Buy |
1,730
+384
| +29% | +$66.1K | 0.07% | 151 |
|
|
2022
Q1 | $289K | Sell |
1,346
-55
| -4% | -$11.8K | 0.07% | 165 |
|
|
2021
Q4 | $394K | Buy |
1,401
+324
| +30% | +$91.1K | 0.09% | 113 |
|
|
2021
Q3 | $307K | Sell |
1,077
-16
| -1% | -$4.56K | 0.08% | 117 |
|
|
2021
Q2 | $319K | Buy |
1,093
+43
| +4% | +$12.6K | 0.08% | 116 |
|
|
2021
Q1 | $291K | Buy |
1,050
+82
| +8% | +$22.7K | 0.08% | 113 |
|
|
2020
Q4 | $295K | Buy |
+968
| New | +$295K | 0.08% | 98 |
|
|
2019
Q2 | – | Sell |
-464
| Closed | -$72K | – | 131 |
|
|
2019
Q1 | $72K | Buy |
464
+6
| +1% | +$931 | 0.02% | 216 |
|
|
2018
Q4 | $59K | Buy |
458
+271
| +145% | +$34.9K | 0.02% | 208 |
|
|
2018
Q3 | $29K | Hold |
187
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $26K | Buy |
187
+11
| +6% | +$1.53K | 0.01% | 336 |
|
|
2018
Q1 | $23K | Hold |
176
| – | – | 0.01% | 346 |
|
|
2017
Q4 | $18K | Buy |
+176
| New | +$18K | 0.01% | 374 |
|