SeaCrest Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,073
| Closed | -$279K | – | 614 |
|
|
2024
Q1 | $279K | Sell |
1,073
-39
| -4% | -$10.2K | 0.03% | 465 |
|
|
2023
Q4 | $255K | Sell |
1,112
-2,217
| -67% | -$509K | 0.03% | 505 |
|
|
2023
Q3 | $689K | Buy |
3,329
+2,105
| +172% | +$435K | 0.09% | 236 |
|
|
2023
Q2 | $250K | Buy |
1,224
+25
| +2% | +$5.11K | 0.03% | 515 |
|
|
2023
Q1 | $250K | Sell |
1,199
-110
| -8% | -$22.9K | 0.03% | 520 |
|
|
2022
Q4 | $245K | Hold |
1,309
| – | – | 0.04% | 503 |
|
|
2022
Q3 | $244K | Buy |
1,309
+3
| +0.2% | +$559 | 0.04% | 487 |
|
|
2022
Q2 | $225K | Sell |
1,306
-121
| -8% | -$20.8K | 0.03% | 559 |
|
|
2022
Q1 | $306K | Sell |
1,427
-61
| -4% | -$13.1K | 0.04% | 498 |
|
|
2021
Q4 | $418K | Buy |
1,488
+48
| +3% | +$13.5K | 0.05% | 409 |
|
|
2021
Q3 | $411K | Sell |
1,440
-63
| -4% | -$18K | 0.05% | 396 |
|
|
2021
Q2 | $439K | Sell |
1,503
-214
| -12% | -$62.5K | 0.05% | 378 |
|
|
2021
Q1 | $476K | Sell |
1,717
-57
| -3% | -$15.8K | 0.06% | 322 |
|
|
2020
Q4 | $542K | Sell |
1,774
-134
| -7% | -$40.9K | 0.08% | 273 |
|
|
2020
Q3 | $441K | Buy |
1,908
+24
| +1% | +$5.55K | 0.07% | 276 |
|
|
2020
Q2 | $451K | Buy |
1,884
+19
| +1% | +$4.55K | 0.08% | 271 |
|
|
2020
Q1 | $291K | Buy |
1,865
+680
| +57% | +$106K | 0.06% | 331 |
|
|
2019
Q4 | $217K | Buy |
+1,185
| New | +$217K | 0.04% | 476 |
|
|
2019
Q2 | – | Sell |
-1,145
| Closed | -$178K | – | 536 |
|
|
2019
Q1 | $178K | Hold |
1,145
| – | – | 0.03% | 511 |
|
|
2018
Q4 | $147K | Sell |
1,145
-1,056
| -48% | -$136K | 0.03% | 524 |
|
|
2018
Q3 | $344K | Hold |
2,201
| – | – | 0.06% | 358 |
|
|
2018
Q2 | $289K | Buy |
2,201
+106
| +5% | +$13.9K | 0.05% | 379 |
|
|
2018
Q1 | $263K | Buy |
2,095
+36
| +2% | +$4.52K | 0.05% | 397 |
|
|
2017
Q4 | $216K | Buy |
+2,059
| New | +$216K | 0.04% | 468 |
|