Private Trust Company’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $181K | Buy |
586
+153
| +35% | +$47.4K | 0.02% | 759 |
|
2025
Q1 | $113K | Sell |
433
-17
| -4% | -$4.45K | 0.01% | 901 |
|
2024
Q4 | $133K | Sell |
450
-24
| -5% | -$7.09K | 0.01% | 823 |
|
2024
Q3 | $131K | Sell |
474
-60
| -11% | -$16.5K | 0.01% | 830 |
|
2024
Q2 | $132K | Sell |
534
-23
| -4% | -$5.69K | 0.01% | 789 |
|
2024
Q1 | $145K | Buy |
557
+192
| +53% | +$50K | 0.02% | 745 |
|
2023
Q4 | $88.9K | Buy |
365
+5
| +1% | +$1.22K | 0.01% | 867 |
|
2023
Q3 | $74.5K | Hold |
360
| – | – | 0.01% | 890 |
|
2023
Q2 | $73.7K | Buy |
360
+125
| +53% | +$25.6K | 0.01% | 904 |
|
2023
Q1 | $48.9K | Sell |
235
-62
| -21% | -$12.9K | 0.01% | 1005 |
|
2022
Q4 | $56K | Buy |
297
+15
| +5% | +$2.83K | 0.01% | 919 |
|
2022
Q3 | $53K | Sell |
282
-6
| -2% | -$1.13K | 0.01% | 864 |
|
2022
Q2 | $50K | Buy |
+288
| New | +$50K | 0.01% | 914 |
|
2019
Q3 | – | Sell |
-1,311
| Closed | -$213K | – | 367 |
|
2019
Q2 | $213K | Buy |
+1,311
| New | +$213K | 0.04% | 349 |
|
2014
Q4 | – | Sell |
-913
| Closed | -$50K | – | 309 |
|
2014
Q3 | $50K | Sell |
913
-2
| -0.2% | -$110 | 0.02% | 546 |
|
2014
Q2 | $52K | Buy |
915
+518
| +130% | +$29.4K | 0.02% | 547 |
|
2014
Q1 | $20K | Sell |
397
-15
| -4% | -$756 | 0.01% | 727 |
|
2013
Q4 | $21K | Buy |
412
+18
| +5% | +$917 | 0.01% | 687 |
|
2013
Q3 | $16K | Sell |
394
-27
| -6% | -$1.1K | 0.01% | 732 |
|
2013
Q2 | $14K | Buy |
+421
| New | +$14K | 0.01% | 736 |
|