SAG
SageView Advisory Group’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
33,861
+32
| +0.1% | +$9.74K | 0.39% | 29 |
|
|
2025
Q1 | $8.86M | Buy |
33,829
+23
| +0.1% | +$6.02K | 0.38% | 33 |
|
|
2024
Q4 | $9.99M | Buy |
33,806
+54
| +0.2% | +$16K | 0.43% | 31 |
|
|
2024
Q3 | $9.3M | Sell |
33,752
-1,328
| -4% | -$366K | 0.47% | 31 |
|
|
2024
Q2 | $8.68M | Buy |
35,080
+149
| +0.4% | +$36.9K | 0.4% | 34 |
|
|
2024
Q1 | $9.1M | Sell |
34,931
-139
| -0.4% | -$36.2K | 0.46% | 31 |
|
|
2023
Q4 | $8.99M | Buy |
35,070
+204
| +0.6% | +$52.3K | 0.39% | 33 |
|
|
2023
Q3 | $7.21M | Sell |
34,866
-116
| -0.3% | -$24K | 0.41% | 35 |
|
|
2023
Q2 | $7.16M | Sell |
34,982
-9
| -0% | -$1.84K | 0.4% | 37 |
|
|
2023
Q1 | $7.28M | Sell |
34,991
-606
| -2% | -$126K | 0.46% | 36 |
|
|
2022
Q4 | $6.65M | Buy |
+35,597
| New | +$6.65M | 0.54% | 41 |
|