Marcum Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $333K | Sell |
1,271
-53
| -4% | -$13.9K | 0.03% | 264 |
|
|
2024
Q4 | $391K | Buy |
1,324
+77
| +6% | +$22.8K | 0.03% | 230 |
|
|
2024
Q3 | $344K | Buy |
1,247
+77
| +7% | +$21.2K | 0.03% | 256 |
|
|
2024
Q2 | $290K | Buy |
1,170
+11
| +0.9% | +$2.72K | 0.03% | 280 |
|
|
2024
Q1 | $302K | Sell |
1,159
-47
| -4% | -$12.2K | 0.03% | 266 |
|
|
2023
Q4 | $294K | Sell |
1,206
-83
| -6% | -$20.2K | 0.03% | 258 |
|
|
2023
Q3 | $267K | Sell |
1,289
-83
| -6% | -$17.2K | 0.03% | 263 |
|
|
2023
Q2 | $281K | Sell |
1,372
-223
| -14% | -$45.6K | 0.03% | 261 |
|
|
2023
Q1 | $332K | Buy |
1,595
+91
| +6% | +$18.9K | 0.04% | 230 |
|
|
2022
Q4 | $281K | Sell |
1,504
-287
| -16% | -$53.6K | 0.04% | 254 |
|
|
2022
Q3 | $335K | Buy |
1,791
+120
| +7% | +$22.4K | 0.05% | 220 |
|
|
2022
Q2 | $287K | Buy |
1,671
+52
| +3% | +$8.93K | 0.04% | 240 |
|
|
2022
Q1 | $347K | Sell |
1,619
-58
| -3% | -$12.4K | 0.05% | 223 |
|
|
2021
Q4 | $472K | Sell |
1,677
-5
| -0.3% | -$1.41K | 0.07% | 178 |
|
|
2021
Q3 | $480K | Buy |
1,682
+151
| +10% | +$43.1K | 0.08% | 159 |
|
|
2021
Q2 | $447K | Sell |
1,531
-27
| -2% | -$7.88K | 0.07% | 163 |
|
|
2021
Q1 | $432K | Buy |
+1,558
| New | +$432K | 0.07% | 167 |
|