Mount Yale Investment Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
1,572
-215
| -12% | -$66.6K | 0.04% | 347 |
|
|
2025
Q1 | $468K | Sell |
1,787
-77
| -4% | -$20.2K | 0.04% | 340 |
|
|
2024
Q4 | $551K | Buy |
1,864
+35
| +2% | +$10.3K | 0.04% | 326 |
|
|
2024
Q3 | $504K | Sell |
1,829
-7
| -0.4% | -$1.93K | 0.05% | 341 |
|
|
2024
Q2 | $454K | Hold |
1,836
| – | – | 0.04% | 362 |
|
|
2024
Q1 | $478K | Sell |
1,836
-85
| -4% | -$22.1K | 0.04% | 359 |
|
|
2023
Q4 | $468K | Sell |
1,921
-11
| -0.6% | -$2.68K | 0.04% | 329 |
|
|
2023
Q3 | $400K | Sell |
1,932
-7
| -0.4% | -$1.45K | 0.04% | 340 |
|
|
2023
Q2 | $397K | Sell |
1,939
-2,219
| -53% | -$454K | 0.04% | 339 |
|
|
2023
Q1 | $866K | Buy |
4,158
+2,330
| +127% | +$485K | 0.1% | 212 |
|
|
2022
Q4 | $342K | Sell |
1,828
-4,722
| -72% | -$882K | 0.04% | 336 |
|
|
2022
Q3 | $1.22M | Buy |
6,550
+119
| +2% | +$22.2K | 0.16% | 137 |
|
|
2022
Q2 | $1.11M | Sell |
6,431
-337
| -5% | -$58K | 0.14% | 160 |
|
|
2022
Q1 | $1.45M | Buy |
6,768
+4,672
| +223% | +$1M | 0.16% | 142 |
|
|
2021
Q4 | $589K | Buy |
+2,096
| New | +$589K | 0.06% | 272 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$19K | – | 318 |
|
|
2018
Q3 | $19K | Sell |
135
-464
| -77% | -$65.3K | ﹤0.01% | 788 |
|
|
2018
Q2 | $79K | Sell |
599
-65
| -10% | -$8.57K | 0.02% | 530 |
|
|
2018
Q1 | $83K | Buy |
+664
| New | +$83K | 0.02% | 505 |
|