Oppenheimer & Co’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.19M | Buy |
7,076
+124
| +2% | +$38.4K | 0.03% | 547 |
|
2025
Q1 | $1.82M | Sell |
6,952
-1,092
| -14% | -$286K | 0.03% | 573 |
|
2024
Q4 | $2.38M | Buy |
8,044
+60
| +0.8% | +$17.7K | 0.04% | 500 |
|
2024
Q3 | $2.2M | Sell |
7,984
-1,173
| -13% | -$323K | 0.03% | 522 |
|
2024
Q2 | $2.27M | Buy |
9,157
+1,260
| +16% | +$312K | 0.04% | 498 |
|
2024
Q1 | $2.06M | Buy |
7,897
+1,428
| +22% | +$372K | 0.03% | 503 |
|
2023
Q4 | $1.58M | Sell |
6,469
-327
| -5% | -$79.6K | 0.03% | 569 |
|
2023
Q3 | $1.41M | Buy |
6,796
+10
| +0.1% | +$2.07K | 0.03% | 564 |
|
2023
Q2 | $1.39M | Buy |
6,786
+550
| +9% | +$113K | 0.03% | 585 |
|
2023
Q1 | $1.3M | Buy |
6,236
+945
| +18% | +$197K | 0.03% | 589 |
|
2022
Q4 | $989K | Sell |
5,291
-142
| -3% | -$26.5K | 0.02% | 685 |
|
2022
Q3 | $1.02M | Buy |
5,433
+308
| +6% | +$57.5K | 0.02% | 658 |
|
2022
Q2 | $881K | Sell |
5,125
-206
| -4% | -$35.4K | 0.02% | 732 |
|
2022
Q1 | $1.14M | Sell |
5,331
-2,059
| -28% | -$441K | 0.02% | 693 |
|
2021
Q4 | $2.08M | Sell |
7,390
-4,698
| -39% | -$1.32M | 0.04% | 501 |
|
2021
Q3 | $3.45M | Buy |
12,088
+2,123
| +21% | +$605K | 0.06% | 342 |
|
2021
Q2 | $2.91M | Buy |
9,965
+3,188
| +47% | +$931K | 0.05% | 405 |
|
2021
Q1 | $1.88M | Sell |
6,777
-50
| -0.7% | -$13.9K | 0.04% | 491 |
|
2020
Q4 | $2.08M | Buy |
6,827
+347
| +5% | +$106K | 0.04% | 426 |
|
2020
Q3 | $1.5M | Buy |
6,480
+1,956
| +43% | +$452K | 0.04% | 459 |
|
2020
Q2 | $1.08M | Sell |
4,524
-73
| -2% | -$17.5K | 0.03% | 546 |
|
2020
Q1 | $717K | Sell |
4,597
-987
| -18% | -$154K | 0.02% | 628 |
|
2019
Q4 | $1.02M | Buy |
5,584
+410
| +8% | +$75.2K | 0.03% | 621 |
|
2019
Q3 | $764K | Buy |
5,174
+200
| +4% | +$29.5K | 0.02% | 667 |
|
2019
Q2 | $810K | Buy |
4,974
+565
| +13% | +$92K | 0.02% | 659 |
|
2019
Q1 | $687K | Sell |
4,409
-605
| -12% | -$94.3K | 0.02% | 702 |
|
2018
Q4 | $645K | Buy |
5,014
+1,403
| +39% | +$180K | 0.02% | 660 |
|
2018
Q3 | $563K | Sell |
3,611
-2,501
| -41% | -$390K | 0.01% | 822 |
|
2018
Q2 | $801K | Buy |
6,112
+2,821
| +86% | +$370K | 0.02% | 675 |
|
2018
Q1 | $414K | Buy |
3,291
+15
| +0.5% | +$1.89K | 0.01% | 919 |
|
2017
Q4 | $344K | Buy |
3,276
+27
| +0.8% | +$2.84K | 0.01% | 1003 |
|
2017
Q3 | $365K | Hold |
3,249
| – | – | 0.01% | 959 |
|
2017
Q2 | $327K | Buy |
3,249
+94
| +3% | +$9.46K | 0.01% | 994 |
|
2017
Q1 | $273K | Hold |
3,155
| – | – | 0.01% | 1027 |
|
2016
Q4 | $233K | Hold |
3,155
| – | – | 0.01% | 1099 |
|
2016
Q3 | $228K | Buy |
+3,155
| New | +$228K | 0.01% | 1081 |
|
2015
Q2 | – | Sell |
-16,020
| Closed | -$939K | – | 1474 |
|
2015
Q1 | $939K | Buy |
16,020
+370
| +2% | +$21.7K | 0.03% | 651 |
|
2014
Q4 | $940K | Buy |
15,650
+80
| +0.5% | +$4.81K | 0.03% | 624 |
|
2014
Q3 | $858K | Buy |
15,570
+853
| +6% | +$47K | 0.03% | 653 |
|
2014
Q2 | $830K | Hold |
14,717
| – | – | 0.03% | 678 |
|
2014
Q1 | $724K | Sell |
14,717
-427
| -3% | -$21K | 0.02% | 707 |
|
2013
Q4 | $762K | Sell |
15,144
-261
| -2% | -$13.1K | 0.02% | 664 |
|
2013
Q3 | $635K | Sell |
15,405
-13,822
| -47% | -$570K | 0.02% | 693 |
|
2013
Q2 | $992K | Buy |
+29,227
| New | +$992K | 0.04% | 521 |
|