PFWA
Paces Ferry Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
1,484
-111
| -7% | -$34.4K | 0.21% | 65 |
|
|
2025
Q1 | $418K | Sell |
1,595
-25
| -2% | -$6.55K | 0.21% | 68 |
|
|
2024
Q4 | $479K | Sell |
1,620
-183
| -10% | -$54.1K | 0.23% | 59 |
|
|
2024
Q3 | $497K | Sell |
1,803
-11
| -0.6% | -$3.03K | 0.29% | 58 |
|
|
2024
Q2 | $449K | Sell |
1,814
-28
| -2% | -$6.93K | 0.27% | 62 |
|
|
2024
Q1 | $480K | Sell |
1,842
-52
| -3% | -$13.5K | 0.31% | 61 |
|
|
2023
Q4 | $461K | Sell |
1,894
-87
| -4% | -$21.2K | 0.32% | 61 |
|
|
2023
Q3 | $410K | Sell |
1,981
-57
| -3% | -$11.8K | 0.32% | 62 |
|
|
2023
Q2 | $417K | Sell |
2,038
-417
| -17% | -$85.3K | 0.31% | 61 |
|
|
2023
Q1 | $511K | Sell |
2,455
-49
| -2% | -$10.2K | 0.41% | 52 |
|
|
2022
Q4 | $468K | Sell |
2,504
-55
| -2% | -$10.3K | 0.46% | 48 |
|
|
2022
Q3 | $478K | Hold |
2,559
| – | – | 0.52% | 44 |
|
|
2022
Q2 | $440K | Buy |
2,559
+13
| +0.5% | +$2.24K | 0.43% | 52 |
|
|
2022
Q1 | $546K | Sell |
2,546
-102
| -4% | -$21.9K | 0.43% | 50 |
|
|
2021
Q4 | $745K | Sell |
2,648
-131
| -5% | -$36.9K | 0.53% | 42 |
|
|
2021
Q3 | $792K | Sell |
2,779
-29
| -1% | -$8.27K | 0.63% | 38 |
|
|
2021
Q2 | $820K | Sell |
2,808
-45
| -2% | -$13.1K | 0.63% | 43 |
|
|
2021
Q1 | $791K | Sell |
2,853
-18
| -0.6% | -$4.99K | 0.69% | 39 |
|
|
2020
Q4 | $877K | Sell |
2,871
-184
| -6% | -$56.2K | 0.8% | 35 |
|
|
2020
Q3 | $706K | Buy |
+3,055
| New | +$706K | 0.61% | 36 |
|