SPWG
Sage Private Wealth Group’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
822
+42
| +5% | +$13K | 0.16% | 76 |
|
|
2025
Q1 | $204K | Buy |
780
+44
| +6% | +$11.5K | 0.15% | 84 |
|
|
2024
Q4 | $218K | Sell |
736
-12
| -2% | -$3.55K | 0.16% | 78 |
|
|
2024
Q3 | $206K | Sell |
748
-79
| -10% | -$21.8K | 0.16% | 89 |
|
|
2024
Q2 | $205K | Buy |
+827
| New | +$205K | 0.17% | 82 |
|
|
2022
Q4 | – | Sell |
-332
| Closed | -$62K | – | 51 |
|
|
2022
Q3 | $62K | Hold |
332
| – | – | 0.08% | 78 |
|
|
2022
Q2 | $57K | Buy |
332
+36
| +12% | +$6.18K | 0.08% | 79 |
|
|
2022
Q1 | $63K | Buy |
296
+49
| +20% | +$10.4K | 0.06% | 81 |
|
|
2021
Q4 | $69K | Buy |
247
+25
| +11% | +$6.98K | 0.09% | 76 |
|
|
2021
Q3 | $63K | Hold |
222
| – | – | 0.09% | 76 |
|
|
2021
Q2 | $65K | Hold |
222
| – | – | 0.09% | 74 |
|
|
2021
Q1 | $62K | Buy |
222
+2
| +0.9% | +$559 | 0.11% | 76 |
|
|
2020
Q4 | $67K | Buy |
+220
| New | +$67K | 0.19% | 65 |
|