Mount Yale Investment Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $589K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Sell |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $83K | Buy |
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