PP
Patten & Patten’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,654
| Closed | -$342K | – | 287 |
|
|
2023
Q3 | $342K | Sell |
1,654
-250
| -13% | -$51.7K | 0.03% | 220 |
|
|
2023
Q2 | $390K | Sell |
1,904
-50
| -3% | -$10.2K | 0.03% | 211 |
|
|
2023
Q1 | $407K | Hold |
1,954
| – | – | 0.04% | 204 |
|
|
2022
Q4 | $365K | Hold |
1,954
| – | – | 0.03% | 208 |
|
|
2022
Q3 | $365K | Hold |
1,954
| – | – | 0.03% | 213 |
|
|
2022
Q2 | $336K | Hold |
1,954
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $419K | Hold |
1,954
| – | – | 0.03% | 219 |
|
|
2021
Q4 | $549K | Sell |
1,954
-75
| -4% | -$21.1K | 0.04% | 200 |
|
|
2021
Q3 | $579K | Sell |
2,029
-85
| -4% | -$24.3K | 0.04% | 189 |
|
|
2021
Q2 | $617K | Hold |
2,114
| – | – | 0.05% | 190 |
|
|
2021
Q1 | $586K | Sell |
2,114
-75
| -3% | -$20.8K | 0.05% | 183 |
|
|
2020
Q4 | $668K | Buy |
2,189
+300
| +16% | +$91.5K | 0.06% | 170 |
|
|
2020
Q3 | $436K | Hold |
1,889
| – | – | 0.04% | 188 |
|
|
2020
Q2 | $452K | Hold |
1,889
| – | – | 0.05% | 176 |
|
|
2020
Q1 | $295K | Hold |
1,889
| – | – | 0.04% | 195 |
|
|
2019
Q4 | $347K | Hold |
1,889
| – | – | 0.03% | 199 |
|
|
2019
Q3 | $279K | Buy |
1,889
+300
| +19% | +$44.3K | 0.03% | 211 |
|
|
2019
Q2 | $259K | Hold |
1,589
| – | – | 0.03% | 217 |
|
|
2019
Q1 | $248K | Hold |
1,589
| – | – | 0.03% | 212 |
|
|
2018
Q4 | $204K | Hold |
1,589
| – | – | 0.03% | 217 |
|
|
2018
Q3 | $248K | Hold |
1,589
| – | – | 0.02% | 219 |
|
|
2018
Q2 | $208K | Buy |
+1,589
| New | +$208K | 0.02% | 230 |
|