MMPW
Mitchell McLeod Pugh & Williams’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
786
| – | – | 0.05% | 251 |
|
|
2025
Q1 | $206K | Hold |
786
| – | – | 0.04% | 258 |
|
|
2024
Q4 | $232K | Hold |
786
| – | – | 0.05% | 243 |
|
|
2024
Q3 | $217K | Buy |
+786
| New | +$217K | 0.05% | 255 |
|
|
2024
Q2 | – | Sell |
-786
| Closed | -$205K | – | 264 |
|
|
2024
Q1 | $205K | Buy |
+786
| New | +$205K | 0.05% | 252 |
|
|
2023
Q4 | – | Sell |
-1,015
| Closed | -$210K | – | 254 |
|
|
2023
Q3 | $210K | Hold |
1,015
| – | – | 0.06% | 232 |
|
|
2023
Q2 | $208K | Hold |
1,015
| – | – | 0.06% | 236 |
|
|
2023
Q1 | $211K | Buy |
+1,015
| New | +$211K | 0.07% | 235 |
|
|
2022
Q2 | – | Sell |
-955
| Closed | -$205K | – | 220 |
|
|
2022
Q1 | $205K | Hold |
955
| – | – | 0.07% | 220 |
|
|
2021
Q4 | $269K | Hold |
955
| – | – | 0.09% | 200 |
|
|
2021
Q3 | $272K | Hold |
955
| – | – | 0.1% | 193 |
|
|
2021
Q2 | $279K | Hold |
955
| – | – | 0.11% | 192 |
|
|
2021
Q1 | $265K | Hold |
955
| – | – | 0.11% | 192 |
|
|
2020
Q4 | $292K | Hold |
955
| – | – | 0.13% | 171 |
|
|
2020
Q3 | $221K | Hold |
955
| – | – | 0.11% | 179 |
|
|
2020
Q2 | $228K | Buy |
+955
| New | +$228K | 0.13% | 167 |
|
|
2020
Q1 | – | Sell |
-1,199
| Closed | -$220K | – | 168 |
|
|
2019
Q4 | $220K | Buy |
+1,199
| New | +$220K | 0.14% | 166 |
|
|
2019
Q3 | – | Sell |
-1,336
| Closed | -$218K | – | 174 |
|
|
2019
Q2 | $218K | Hold |
1,336
| – | – | 0.15% | 166 |
|
|
2019
Q1 | $208K | Buy |
+1,336
| New | +$208K | 0.15% | 167 |
|
|
2018
Q4 | – | Sell |
-1,336
| Closed | -$209K | – | 163 |
|
|
2018
Q3 | $209K | Buy |
+1,336
| New | +$209K | 0.14% | 171 |
|