Pinnacle Wealth Planning Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
1,442
+264
| +22% | +$81.7K | 0.06% | 216 |
|
|
2025
Q1 | $308K | Buy |
1,178
+78
| +7% | +$20.4K | 0.05% | 255 |
|
|
2024
Q4 | $325K | Sell |
1,100
-322
| -23% | -$95.2K | 0.05% | 236 |
|
|
2024
Q3 | $392K | Sell |
1,422
-45
| -3% | -$12.4K | 0.05% | 234 |
|
|
2024
Q2 | $363K | Sell |
1,467
-54
| -4% | -$13.4K | 0.05% | 238 |
|
|
2024
Q1 | $396K | Buy |
1,521
+3
| +0.2% | +$781 | 0.06% | 231 |
|
|
2023
Q4 | $370K | Sell |
1,518
-9
| -0.6% | -$2.19K | 0.06% | 221 |
|
|
2023
Q3 | $316K | Sell |
1,527
-5
| -0.3% | -$1.04K | 0.05% | 245 |
|
|
2023
Q2 | $313K | Sell |
1,532
-144
| -9% | -$29.5K | 0.05% | 250 |
|
|
2023
Q1 | $349K | Buy |
1,676
+31
| +2% | +$6.45K | 0.06% | 241 |
|
|
2022
Q4 | $307K | Buy |
1,645
+31
| +2% | +$5.79K | 0.05% | 260 |
|
|
2022
Q3 | $302K | Buy |
1,614
+86
| +6% | +$16.1K | 0.06% | 236 |
|
|
2022
Q2 | $263K | Buy |
1,528
+293
| +24% | +$50.4K | 0.05% | 274 |
|
|
2022
Q1 | $265K | Sell |
1,235
-48
| -4% | -$10.3K | 0.05% | 297 |
|
|
2021
Q4 | $361K | Sell |
1,283
-35
| -3% | -$9.85K | 0.07% | 224 |
|
|
2021
Q3 | $376K | Buy |
1,318
+54
| +4% | +$15.4K | 0.08% | 195 |
|
|
2021
Q2 | $369K | Buy |
1,264
+24
| +2% | +$7.01K | 0.09% | 186 |
|
|
2021
Q1 | $344K | Sell |
1,240
-33
| -3% | -$9.16K | 0.09% | 192 |
|
|
2020
Q4 | $389K | Buy |
1,273
+42
| +3% | +$12.8K | 0.09% | 142 |
|
|
2020
Q3 | $284K | Sell |
1,231
-5
| -0.4% | -$1.15K | 0.09% | 174 |
|
|
2020
Q2 | $295K | Buy |
+1,236
| New | +$295K | 0.1% | 163 |
|
|
2020
Q1 | – | Sell |
-1,120
| Closed | -$205K | – | 234 |
|
|
2019
Q4 | $205K | Buy |
+1,120
| New | +$205K | 0.1% | 212 |
|