SIA
Schechter Investment Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $544K | Sell |
2,078
-149
| -7% | -$39K | 0.04% | 344 |
|
|
2024
Q4 | $658K | Sell |
2,227
-259
| -10% | -$76.6K | 0.05% | 323 |
|
|
2024
Q3 | $685K | Sell |
2,486
-4
| -0.2% | -$1.1K | 0.05% | 328 |
|
|
2024
Q2 | $616K | Sell |
2,490
-4,416
| -64% | -$1.09M | 0.05% | 329 |
|
|
2024
Q1 | $1.8M | Sell |
6,906
-361
| -5% | -$94K | 0.13% | 140 |
|
|
2023
Q4 | $1.77M | Sell |
7,267
-234
| -3% | -$57K | 0.15% | 131 |
|
|
2023
Q3 | $1.55M | Sell |
7,501
-64
| -0.8% | -$13.2K | 0.15% | 137 |
|
|
2023
Q2 | $1.55M | Sell |
7,565
-1,435
| -16% | -$294K | 0.14% | 155 |
|
|
2023
Q1 | $1.87M | Sell |
9,000
-132
| -1% | -$27.5K | 0.17% | 116 |
|
|
2022
Q4 | $1.71M | Buy |
9,132
+1,331
| +17% | +$249K | 0.16% | 145 |
|
|
2022
Q3 | $1.46M | Sell |
7,801
-834
| -10% | -$156K | 0.14% | 171 |
|
|
2022
Q2 | $1.49M | Buy |
8,635
+1,379
| +19% | +$237K | 0.14% | 157 |
|
|
2022
Q1 | $1.56M | Buy |
7,256
+738
| +11% | +$158K | 0.14% | 158 |
|
|
2021
Q4 | $1.83M | Buy |
+6,518
| New | +$1.83M | 0.17% | 132 |
|