Patriot Financial Group Insurance Agency’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,323
+265
| +9% | +$82K | 0.12% | 205 |
|
|
2025
Q1 | $801K | Buy |
3,058
+757
| +33% | +$198K | 0.11% | 214 |
|
|
2024
Q4 | $680K | Buy |
2,301
+129
| +6% | +$38.1K | 0.09% | 234 |
|
|
2024
Q3 | $598K | Sell |
2,172
-495
| -19% | -$136K | 0.08% | 264 |
|
|
2024
Q2 | $660K | Buy |
2,667
+344
| +15% | +$85.1K | 0.1% | 227 |
|
|
2024
Q1 | $605K | Buy |
2,323
+1,346
| +138% | +$351K | 0.1% | 230 |
|
|
2023
Q4 | $238K | Buy |
+977
| New | +$238K | 0.04% | 383 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 433 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1849 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1906 |
|
|
2021
Q4 | $1K | Sell |
5
-11
| -69% | -$2.2K | ﹤0.01% | 1999 |
|
|
2021
Q3 | $5K | Sell |
16
-1
| -6% | -$313 | ﹤0.01% | 1671 |
|
|
2021
Q2 | $5K | Hold |
17
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q1 | $5K | Sell |
17
-33
| -66% | -$9.71K | ﹤0.01% | 1528 |
|
|
2020
Q4 | $15K | Hold |
50
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q3 | $12K | Buy |
50
+1
| +2% | +$240 | ﹤0.01% | 961 |
|
|
2020
Q2 | $12K | Buy |
49
+3
| +7% | +$735 | ﹤0.01% | 894 |
|
|
2020
Q1 | $7K | Sell |
46
-1
| -2% | -$152 | ﹤0.01% | 954 |
|
|
2019
Q4 | $9K | Sell |
47
-1,100
| -96% | -$211K | ﹤0.01% | 849 |
|
|
2019
Q3 | $169K | Buy |
1,147
+851
| +288% | +$125K | 0.08% | 232 |
|
|
2019
Q2 | $50K | Buy |
296
+250
| +543% | +$42.2K | 0.02% | 433 |
|
|
2019
Q1 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 769 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 970 |
|