Reilly Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $55K | Sell |
197
-25
| -11% | -$6.98K | ﹤0.01% | 381 |
|
2021
Q3 | $63K | Buy |
222
+1
| +0.5% | +$284 | 0.01% | 337 |
|
2021
Q2 | $65K | Buy |
221
+27
| +14% | +$7.94K | 0.01% | 332 |
|
2021
Q1 | $54K | Buy |
+194
| New | +$54K | ﹤0.01% | 350 |
|
2020
Q3 | – | Sell |
-332
| Closed | -$79K | – | 827 |
|
2020
Q2 | $79K | Hold |
332
| – | – | 0.01% | 254 |
|
2020
Q1 | $52K | Hold |
332
| – | – | 0.01% | 294 |
|
2019
Q4 | $61K | Hold |
332
| – | – | 0.01% | 309 |
|
2019
Q3 | $49K | Hold |
332
| – | – | 0.01% | 349 |
|
2019
Q2 | $54K | Hold |
332
| – | – | 0.01% | 347 |
|
2019
Q1 | $52K | Hold |
332
| – | – | 0.01% | 346 |
|
2018
Q4 | $43K | Hold |
332
| – | – | 0.01% | 355 |
|
2018
Q3 | $52K | Hold |
332
| – | – | 0.01% | 353 |
|
2018
Q2 | $44K | Hold |
332
| – | – | 0.01% | 332 |
|
2018
Q1 | $42K | Hold |
332
| – | – | 0.01% | 322 |
|
2017
Q4 | $35K | Hold |
332
| – | – | 0.01% | 379 |
|
2017
Q3 | $37K | Hold |
332
| – | – | 0.01% | 352 |
|
2017
Q2 | $33K | Hold |
332
| – | – | 0.01% | 378 |
|
2017
Q1 | $29K | Hold |
332
| – | – | ﹤0.01% | 397 |
|
2016
Q4 | $25K | Hold |
332
| – | – | ﹤0.01% | 402 |
|
2016
Q3 | $24K | Hold |
332
| – | – | ﹤0.01% | 381 |
|
2016
Q2 | $18K | Hold |
332
| – | – | ﹤0.01% | 408 |
|
2016
Q1 | $19K | Hold |
332
| – | – | ﹤0.01% | 459 |
|
2015
Q4 | $20K | Sell |
332
-500
| -60% | -$30.1K | ﹤0.01% | 458 |
|
2015
Q3 | $37K | Hold |
832
| – | – | 0.01% | 441 |
|
2015
Q2 | $42K | Sell |
832
-62
| -7% | -$3.13K | 0.01% | 467 |
|
2015
Q1 | $52K | Buy |
894
+500
| +127% | +$29.1K | 0.01% | 411 |
|
2014
Q4 | $24K | Hold |
394
| – | – | 0.01% | 362 |
|
2014
Q3 | $22K | Buy |
394
+62
| +19% | +$3.46K | 0.01% | 376 |
|
2014
Q2 | $19K | Hold |
332
| – | – | ﹤0.01% | 419 |
|
2014
Q1 | $16K | Hold |
332
| – | – | ﹤0.01% | 472 |
|
2013
Q4 | $17K | Hold |
332
| – | – | ﹤0.01% | 430 |
|
2013
Q3 | $14K | Hold |
332
| – | – | ﹤0.01% | 399 |
|
2013
Q2 | $11K | Buy |
+332
| New | +$11K | ﹤0.01% | 447 |
|