Salem Investment Counselors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Sell |
61
-9
| -13% | -$2.79K | ﹤0.01% | 730 |
|
|
2025
Q1 | $18.3K | Buy |
70
+9
| +15% | +$2.36K | ﹤0.01% | 722 |
|
|
2024
Q4 | $18K | Hold |
61
| – | – | ﹤0.01% | 736 |
|
|
2024
Q3 | $16.8K | Hold |
61
| – | – | ﹤0.01% | 771 |
|
|
2024
Q2 | $15.1K | Hold |
61
| – | – | ﹤0.01% | 773 |
|
|
2024
Q1 | $15.9K | Hold |
61
| – | – | ﹤0.01% | 757 |
|
|
2023
Q4 | $14.9K | Hold |
61
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $12.6K | Hold |
61
| – | – | ﹤0.01% | 759 |
|
|
2023
Q2 | $12.5K | Hold |
61
| – | – | ﹤0.01% | 789 |
|
|
2023
Q1 | $12.7K | Buy |
61
+36
| +144% | +$7.49K | ﹤0.01% | 771 |
|
|
2022
Q4 | $4.67K | Hold |
25
| – | – | ﹤0.01% | 884 |
|
|
2022
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 851 |
|
|
2022
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 894 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$8K | – | 992 |
|
|
2021
Q4 | $8K | Hold |
28
| – | – | ﹤0.01% | 855 |
|
|
2021
Q3 | $8K | Hold |
28
| – | – | ﹤0.01% | 786 |
|
|
2021
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 739 |
|
|
2021
Q1 | $8K | Hold |
28
| – | – | ﹤0.01% | 705 |
|
|
2020
Q4 | $9K | Hold |
28
| – | – | ﹤0.01% | 649 |
|
|
2020
Q3 | $6K | Sell |
28
-328
| -92% | -$70.3K | ﹤0.01% | 595 |
|
|
2020
Q2 | $85K | Hold |
356
| – | – | 0.01% | 314 |
|
|
2020
Q1 | $56K | Sell |
356
-170
| -32% | -$26.7K | 0.01% | 334 |
|
|
2019
Q4 | $96K | Sell |
526
-284
| -35% | -$51.8K | 0.01% | 313 |
|
|
2019
Q3 | $120K | Hold |
810
| – | – | 0.01% | 285 |
|
|
2019
Q2 | $132K | Buy |
+810
| New | +$132K | 0.01% | 275 |
|
|
2018
Q1 | – | Sell |
-9,625
| Closed | -$1.01M | – | 509 |
|
|
2017
Q4 | $1.01M | Sell |
9,625
-300
| -3% | -$31.4K | 0.11% | 121 |
|
|
2017
Q3 | $1.12M | Hold |
9,925
| – | – | 0.13% | 117 |
|
|
2017
Q2 | $1M | Hold |
9,925
| – | – | 0.12% | 122 |
|
|
2017
Q1 | $845K | Buy |
9,925
+400
| +4% | +$34.1K | 0.09% | 146 |
|
|
2016
Q4 | $705K | Buy |
9,525
+2,175
| +30% | +$161K | 0.08% | 151 |
|
|
2016
Q3 | $5.32K | Sell |
7,350
-5,000
| -40% | -$3.62K | 0.07% | 154 |
|
|
2016
Q2 | $669K | Sell |
12,350
-1,800
| -13% | -$97.5K | 0.08% | 160 |
|
|
2016
Q1 | $825K | Sell |
14,150
-12,500
| -47% | -$729K | 0.1% | 140 |
|
|
2015
Q4 | $1.62M | Buy |
+26,650
| New | +$1.62M | 0.21% | 101 |
|