LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
1,365
-297
| -18% | -$91.9K | ﹤0.01% | 220 |
|
|
2025
Q1 | $439K | Hold |
1,662
| – | – | ﹤0.01% | 220 |
|
|
2024
Q4 | $497K | Sell |
1,662
-101
| -6% | -$30.2K | ﹤0.01% | 217 |
|
|
2024
Q3 | $504K | Sell |
1,763
-535
| -23% | -$153K | ﹤0.01% | 216 |
|
|
2024
Q2 | $583K | Buy |
2,298
+145
| +7% | +$36.8K | 0.01% | 196 |
|
|
2024
Q1 | $467K | Hold |
2,153
| – | – | ﹤0.01% | 199 |
|
|
2023
Q4 | $546K | Hold |
2,153
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $429K | Sell |
2,153
-165
| -7% | -$32.9K | ﹤0.01% | 211 |
|
|
2023
Q2 | $474K | Buy |
2,318
+28
| +1% | +$5.73K | 0.01% | 213 |
|
|
2023
Q1 | $477K | Buy |
2,290
+41
| +2% | +$8.54K | 0.01% | 204 |
|
|
2022
Q4 | $420K | Buy |
2,249
+40
| +2% | +$7.48K | 0.01% | 211 |
|
|
2022
Q3 | $413K | Hold |
2,209
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $380K | Buy |
2,209
+19
| +0.9% | +$3.27K | ﹤0.01% | 230 |
|
|
2022
Q1 | $469K | Buy |
2,190
+33
| +2% | +$7.07K | ﹤0.01% | 216 |
|
|
2021
Q4 | $607K | Buy |
2,157
+484
| +29% | +$136K | 0.01% | 211 |
|
|
2021
Q3 | $477K | Buy |
1,673
+26
| +2% | +$7.41K | ﹤0.01% | 224 |
|
|
2021
Q2 | $481K | Buy |
1,647
+10
| +0.6% | +$2.92K | ﹤0.01% | 227 |
|
|
2021
Q1 | $454K | Buy |
1,637
+58
| +4% | +$16.1K | 0.01% | 221 |
|
|
2020
Q4 | $482K | Buy |
1,579
+499
| +46% | +$152K | 0.01% | 211 |
|
|
2020
Q3 | $249K | Buy |
1,080
+125
| +13% | +$28.8K | ﹤0.01% | 246 |
|
|
2020
Q2 | $228K | Hold |
955
| – | – | ﹤0.01% | 239 |
|
|
2020
Q1 | $149K | Buy |
955
+557
| +140% | +$86.9K | ﹤0.01% | 256 |
|
|
2019
Q4 | $73K | Hold |
398
| – | – | ﹤0.01% | 385 |
|
|
2019
Q3 | $59K | Buy |
398
+60
| +18% | +$8.89K | ﹤0.01% | 391 |
|
|
2019
Q2 | $55K | Buy |
338
+123
| +57% | +$20K | ﹤0.01% | 394 |
|
|
2019
Q1 | $34K | Buy |
215
+195
| +975% | +$30.8K | ﹤0.01% | 444 |
|
|
2018
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 610 |
|
|
2018
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 579 |
|
|
2018
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 594 |
|
|
2018
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 639 |
|
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 637 |
|
|
2017
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 629 |
|