NWAM LLC’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
987
+29
| +3% | +$8.94K | 0.02% | 430 |
|
|
2025
Q1 | $251K | Sell |
958
-2
| -0.2% | -$524 | 0.02% | 439 |
|
|
2024
Q4 | $284K | Sell |
960
-1
| -0.1% | -$296 | 0.02% | 493 |
|
|
2024
Q3 | $265K | Sell |
961
-1
| -0.1% | -$275 | 0.02% | 530 |
|
|
2024
Q2 | $238K | Buy |
962
+4
| +0.4% | +$990 | 0.07% | 131 |
|
|
2024
Q1 | $206K | Sell |
958
-20
| -2% | -$4.29K | 0.02% | 529 |
|
|
2023
Q4 | $238K | Sell |
978
-22
| -2% | -$5.36K | 0.02% | 493 |
|
|
2023
Q3 | $207K | Sell |
1,000
-17
| -2% | -$3.52K | 0.02% | 472 |
|
|
2023
Q2 | $208K | Sell |
1,017
-345
| -25% | -$70.6K | 0.02% | 500 |
|
|
2023
Q1 | $284K | Buy |
1,362
+94
| +7% | +$19.6K | 0.03% | 378 |
|
|
2022
Q4 | $237K | Sell |
1,268
-38
| -3% | -$7.1K | 0.02% | 456 |
|
|
2022
Q3 | $244K | Buy |
1,306
+46
| +4% | +$8.59K | 0.02% | 421 |
|
|
2022
Q2 | $223K | Sell |
1,260
-18
| -1% | -$3.19K | 0.02% | 467 |
|
|
2022
Q1 | $274K | Buy |
1,278
+37
| +3% | +$7.93K | 0.02% | 445 |
|
|
2021
Q4 | $349K | Buy |
1,241
+77
| +7% | +$21.7K | 0.03% | 386 |
|
|
2021
Q3 | $332K | Hold |
1,164
| – | – | 0.03% | 387 |
|
|
2021
Q2 | $340K | Sell |
1,164
-41
| -3% | -$12K | 0.03% | 360 |
|
|
2021
Q1 | $334K | Hold |
1,205
| – | – | 0.03% | 359 |
|
|
2020
Q4 | $368K | Buy |
+1,205
| New | +$368K | 0.04% | 312 |
|
|
2020
Q3 | – | Sell |
-1,212
| Closed | -$290K | – | 249 |
|
|
2020
Q2 | $290K | Buy |
+1,212
| New | +$290K | 0.04% | 325 |
|
|
2020
Q1 | – | Sell |
-1,205
| Closed | -$221K | – | 363 |
|
|
2019
Q4 | $221K | Buy |
+1,205
| New | +$221K | 0.04% | 362 |
|
|
2019
Q3 | – | Sell |
-1,495
| Closed | -$244K | – | 395 |
|
|
2019
Q2 | $244K | Hold |
1,495
| – | – | 0.05% | 298 |
|
|
2019
Q1 | $233K | Buy |
+1,495
| New | +$233K | 0.05% | 297 |
|
|
2018
Q4 | – | Sell |
-1,495
| Closed | -$233K | – | 327 |
|
|
2018
Q3 | $233K | Buy |
+1,495
| New | +$233K | 0.05% | 295 |
|