Plante Moran Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.98K | Hold |
29
| – | – | ﹤0.01% | 579 |
|
|
2025
Q1 | $7.59K | Hold |
29
| – | – | ﹤0.01% | 607 |
|
|
2024
Q4 | $8.57K | Hold |
29
| – | – | ﹤0.01% | 601 |
|
|
2024
Q3 | $7.99K | Hold |
29
| – | – | ﹤0.01% | 626 |
|
|
2024
Q2 | $7.18K | Hold |
29
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $7.55K | Sell |
29
-37
| -56% | -$9.64K | ﹤0.01% | 640 |
|
|
2023
Q4 | $16.1K | Buy |
66
+37
| +128% | +$9.01K | ﹤0.01% | 486 |
|
|
2023
Q3 | $6K | Sell |
29
-4
| -12% | -$828 | ﹤0.01% | 584 |
|
|
2023
Q2 | $6.75K | Buy |
33
+4
| +14% | +$818 | ﹤0.01% | 600 |
|
|
2023
Q1 | $6.04K | Sell |
29
-2
| -6% | -$416 | ﹤0.01% | 629 |
|
|
2022
Q4 | $5.79K | Buy |
31
+2
| +7% | +$374 | ﹤0.01% | 656 |
|
|
2022
Q3 | $5K | Sell |
29
-26
| -47% | -$4.48K | ﹤0.01% | 684 |
|
|
2022
Q2 | $9K | Hold |
55
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $12K | Sell |
55
-45
| -45% | -$9.82K | ﹤0.01% | 572 |
|
|
2021
Q4 | $28K | Sell |
100
-155
| -61% | -$43.4K | ﹤0.01% | 476 |
|
|
2021
Q3 | $73K | Buy |
255
+235
| +1,175% | +$67.3K | 0.02% | 313 |
|
|
2021
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 746 |
|
|
2021
Q1 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 734 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 834 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 689 |
|
|
2019
Q3 | – | Sell |
-323
| Closed | -$53K | – | 840 |
|
|
2019
Q2 | $53K | Hold |
323
| – | – | 0.02% | 327 |
|
|
2019
Q1 | $50K | Buy |
323
+297
| +1,142% | +$46K | 0.02% | 325 |
|
|
2018
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 641 |
|
|
2018
Q3 | – | Sell |
-16
| Closed | -$2K | – | 746 |
|
|
2018
Q2 | $2K | Sell |
16
-89
| -85% | -$11.1K | ﹤0.01% | 705 |
|
|
2018
Q1 | $13K | Buy |
105
+2
| +2% | +$248 | 0.01% | 561 |
|
|
2017
Q4 | $11K | Buy |
103
+4
| +4% | +$427 | 0.01% | 572 |
|
|
2017
Q3 | $11K | Buy |
99
+12
| +14% | +$1.33K | 0.01% | 523 |
|
|
2017
Q2 | $9K | Hold |
87
| – | – | 0.01% | 565 |
|
|
2017
Q1 | $8K | Sell |
87
-15
| -15% | -$1.38K | ﹤0.01% | 604 |
|
|
2016
Q4 | $8K | Buy |
102
+15
| +17% | +$1.18K | 0.01% | 613 |
|
|
2016
Q3 | $6K | Sell |
87
-65
| -43% | -$4.48K | ﹤0.01% | 648 |
|
|
2016
Q2 | $8K | Buy |
152
+65
| +75% | +$3.42K | 0.01% | 550 |
|
|
2016
Q1 | $5K | Sell |
87
-509
| -85% | -$29.3K | ﹤0.01% | 573 |
|
|
2015
Q4 | $36K | Buy |
596
+389
| +188% | +$23.5K | 0.03% | 351 |
|
|
2015
Q3 | $9K | Hold |
207
| – | – | 0.01% | 488 |
|
|
2015
Q2 | $10K | Buy |
207
+120
| +138% | +$5.8K | 0.01% | 519 |
|
|
2015
Q1 | $5K | Hold |
87
| – | – | ﹤0.01% | 603 |
|
|
2014
Q4 | $5K | Sell |
87
-260
| -75% | -$14.9K | ﹤0.01% | 650 |
|
|
2014
Q3 | $19K | Hold |
347
| – | – | 0.02% | 409 |
|
|
2014
Q2 | $20K | Buy |
347
+87
| +33% | +$5.01K | 0.02% | 379 |
|
|
2014
Q1 | $13K | Hold |
260
| – | – | 0.01% | 308 |
|
|
2013
Q4 | $13K | Sell |
260
-20
| -7% | -$1K | 0.01% | 405 |
|
|
2013
Q3 | $12K | Sell |
280
-40
| -13% | -$1.71K | 0.01% | 363 |
|
|
2013
Q2 | $11K | Buy |
+320
| New | +$11K | 0.01% | 324 |
|