MWM
Mission Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
6,512
+50
| +0.8% | +$15.5K | 0.04% | 202 |
|
|
2025
Q1 | $1.69M | Buy |
6,462
+152
| +2% | +$39.8K | 0.04% | 203 |
|
|
2024
Q4 | $1.87M | Sell |
6,310
-273
| -4% | -$80.7K | 0.04% | 181 |
|
|
2024
Q3 | $1.81M | Sell |
6,583
-81
| -1% | -$22.3K | 0.04% | 181 |
|
|
2024
Q2 | $1.65M | Sell |
6,664
-124
| -2% | -$30.7K | 0.04% | 183 |
|
|
2024
Q1 | $1.77M | Sell |
6,788
-113
| -2% | -$29.4K | 0.05% | 190 |
|
|
2023
Q4 | $1.68M | Buy |
6,901
+323
| +5% | +$78.6K | 0.05% | 163 |
|
|
2023
Q3 | $1.36M | Buy |
6,578
+15
| +0.2% | +$3.1K | 0.05% | 176 |
|
|
2023
Q2 | $1.34M | Sell |
6,563
-7
| -0.1% | -$1.43K | 0.05% | 176 |
|
|
2023
Q1 | $1.37M | Buy |
6,570
+53
| +0.8% | +$11K | 0.06% | 171 |
|
|
2022
Q4 | $1.22M | Buy |
6,517
+110
| +2% | +$20.6K | 0.06% | 170 |
|
|
2022
Q3 | $1.2M | Buy |
6,407
+109
| +2% | +$20.4K | 0.06% | 153 |
|
|
2022
Q2 | $1.08M | Buy |
6,298
+1,170
| +23% | +$201K | 0.06% | 174 |
|
|
2022
Q1 | $1.1M | Buy |
5,128
+659
| +15% | +$141K | 0.05% | 177 |
|
|
2021
Q4 | $1.26M | Sell |
4,469
-56
| -1% | -$15.8K | 0.06% | 159 |
|
|
2021
Q3 | $1.29M | Sell |
4,525
-20
| -0.4% | -$5.7K | 0.07% | 140 |
|
|
2021
Q2 | $1.33M | Buy |
4,545
+17
| +0.4% | +$4.96K | 0.07% | 135 |
|
|
2021
Q1 | $1.26M | Buy |
4,528
+194
| +4% | +$53.8K | 0.07% | 129 |
|
|
2020
Q4 | $1.32M | Buy |
4,334
+797
| +23% | +$243K | 0.08% | 115 |
|
|
2020
Q3 | $817K | Buy |
3,537
+33
| +0.9% | +$7.62K | 0.06% | 147 |
|
|
2020
Q2 | $838K | Buy |
3,504
+100
| +3% | +$23.9K | 0.07% | 126 |
|
|
2020
Q1 | $531K | Sell |
3,404
-56
| -2% | -$8.74K | 0.06% | 155 |
|
|
2019
Q4 | $635K | Buy |
3,460
+98
| +3% | +$18K | 0.06% | 153 |
|
|
2019
Q3 | $497K | Buy |
3,362
+96
| +3% | +$14.2K | 0.05% | 170 |
|
|
2019
Q2 | $532K | Buy |
3,266
+20
| +0.6% | +$3.26K | 0.06% | 161 |
|
|
2019
Q1 | $506K | Buy |
3,246
+141
| +5% | +$22K | 0.06% | 166 |
|
|
2018
Q4 | $399K | Buy |
3,105
+588
| +23% | +$75.6K | 0.05% | 169 |
|
|
2018
Q3 | $393K | Buy |
2,517
+333
| +15% | +$52K | 0.05% | 177 |
|
|
2018
Q2 | $286K | Buy |
+2,184
| New | +$286K | 0.04% | 205 |
|