MGWM
Marks Group Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
10,366
+22
| +0.2% | +$6.81K | 0.3% | 97 |
|
|
2025
Q1 | $2.71M | Sell |
10,344
-325
| -3% | -$85.1K | 0.26% | 101 |
|
|
2024
Q4 | $3.15M | Buy |
10,669
+26
| +0.2% | +$7.69K | 0.31% | 95 |
|
|
2024
Q3 | $2.93M | Buy |
10,643
+645
| +6% | +$178K | 0.28% | 101 |
|
|
2024
Q2 | $2.47M | Buy |
9,998
+286
| +3% | +$70.8K | 0.26% | 104 |
|
|
2024
Q1 | $2.53M | Buy |
9,712
+273
| +3% | +$71.1K | 0.26% | 105 |
|
|
2023
Q4 | $2.3M | Buy |
9,439
+314
| +3% | +$76.5K | 0.26% | 108 |
|
|
2023
Q3 | $1.89M | Buy |
9,125
+44
| +0.5% | +$9.1K | 0.23% | 124 |
|
|
2023
Q2 | $1.86M | Buy |
9,081
+46
| +0.5% | +$9.41K | 0.22% | 128 |
|
|
2023
Q1 | $1.88M | Buy |
9,035
+104
| +1% | +$21.6K | 0.24% | 123 |
|
|
2022
Q4 | $1.67M | Buy |
8,931
+192
| +2% | +$35.9K | 0.23% | 125 |
|
|
2022
Q3 | $1.63M | Buy |
8,739
+106
| +1% | +$19.8K | 0.25% | 117 |
|
|
2022
Q2 | $1.49M | Buy |
8,633
+494
| +6% | +$85K | 0.21% | 126 |
|
|
2022
Q1 | $1.75M | Buy |
8,139
+930
| +13% | +$199K | 0.22% | 114 |
|
|
2021
Q4 | $2.03M | Buy |
7,209
+221
| +3% | +$62.2K | 0.25% | 117 |
|
|
2021
Q3 | $2M | Buy |
6,988
+28
| +0.4% | +$8.01K | 0.27% | 112 |
|
|
2021
Q2 | $2.04M | Buy |
6,960
+2,652
| +62% | +$777K | 0.28% | 114 |
|
|
2021
Q1 | $1.21M | Buy |
4,308
+75
| +2% | +$21K | 0.18% | 133 |
|
|
2020
Q4 | $1.29M | Buy |
4,233
+56
| +1% | +$17.1K | 0.2% | 131 |
|
|
2020
Q3 | $965K | Sell |
4,177
-6
| -0.1% | -$1.39K | 0.17% | 136 |
|
|
2020
Q2 | $950K | Buy |
4,183
+2,826
| +208% | +$642K | 0.19% | 127 |
|
|
2020
Q1 | $212K | Sell |
1,357
-71
| -5% | -$11.1K | 0.05% | 204 |
|
|
2019
Q4 | $262K | Buy |
+1,428
| New | +$262K | 0.05% | 212 |
|