LWAM
Legacy Wealth Asset Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
7,381
-77
| -1% | -$23.8K | 0.58% | 34 |
|
|
2025
Q1 | $1.95M | Sell |
7,458
-113
| -1% | -$29.6K | 0.54% | 38 |
|
|
2024
Q4 | $2.24M | Sell |
7,571
-228
| -3% | -$67.4K | 0.61% | 30 |
|
|
2024
Q3 | $2.15M | Buy |
7,799
+19
| +0.2% | +$5.23K | 0.58% | 41 |
|
|
2024
Q2 | $1.93M | Buy |
7,780
+194
| +3% | +$48K | 0.54% | 43 |
|
|
2024
Q1 | $1.98M | Sell |
7,586
-71
| -0.9% | -$18.5K | 0.55% | 41 |
|
|
2023
Q4 | $1.86M | Sell |
7,657
-103
| -1% | -$25.1K | 0.61% | 38 |
|
|
2023
Q3 | $1.61M | Sell |
7,760
-31
| -0.4% | -$6.41K | 0.59% | 43 |
|
|
2023
Q2 | $1.59M | Buy |
7,791
+89
| +1% | +$18.2K | 0.56% | 39 |
|
|
2023
Q1 | $1.6M | Buy |
7,702
+70
| +0.9% | +$14.6K | 0.58% | 36 |
|
|
2022
Q4 | $1.43M | Buy |
7,632
+103
| +1% | +$19.2K | 0.54% | 43 |
|
|
2022
Q3 | $1.41M | Buy |
7,529
+3,861
| +105% | +$721K | 0.61% | 31 |
|
|
2022
Q2 | $631K | Buy |
3,668
+150
| +4% | +$25.8K | 0.26% | 148 |
|
|
2022
Q1 | $754K | Buy |
3,518
+181
| +5% | +$38.8K | 0.27% | 147 |
|
|
2021
Q4 | $938K | Buy |
3,337
+249
| +8% | +$70K | 0.32% | 121 |
|
|
2021
Q3 | $881K | Buy |
3,088
+18
| +0.6% | +$5.14K | 0.4% | 89 |
|
|
2021
Q2 | $896K | Buy |
3,070
+49
| +2% | +$14.3K | 0.4% | 84 |
|
|
2021
Q1 | $837K | Buy |
3,021
+48
| +2% | +$13.3K | 0.39% | 89 |
|
|
2020
Q4 | $908K | Buy |
+2,973
| New | +$908K | 0.46% | 56 |
|