Sequoia Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.55M | Buy |
10,654
+2,497
| +31% | +$628K | 0.01% | 517 |
|
|
2025
Q4 | $2.41M | Buy |
8,157
+2,131
| +35% | +$645K | 0.01% | 516 |
|
|
2025
Q3 | $1.91M | Sell |
6,026
-266
| -4% | -$81.1K | 0.01% | 542 |
|
|
2025
Q2 | $1.95M | Buy |
6,292
+2,076
| +49% | +$589K | 0.01% | 482 |
|
|
2025
Q1 | $1.1M | Buy |
4,216
+264
| +7% | +$75.1K | 0.01% | 587 |
|
|
2024
Q4 | $1.17M | Buy |
3,952
+488
| +14% | +$144K | 0.01% | 536 |
|
|
2024
Q3 | $954K | Buy |
3,464
+419
| +14% | +$105K | 0.01% | 559 |
|
|
2024
Q2 | $753K | Buy |
3,045
+788
| +35% | +$177K | 0.01% | 562 |
|
|
2024
Q1 | $588K | Sell |
2,257
-3,266
| -59% | -$826K | 0.01% | 634 |
|
|
2023
Q4 | $1.34M | Buy |
5,523
+3,831
| +226% | +$827K | 0.02% | 447 |
|
|
2023
Q3 | $350K | Buy |
1,692
+13
| +0.8% | +$2.73K | 0.01% | 629 |
|
|
2023
Q2 | $344K | Sell |
1,679
-166
| -9% | -$33.2K | 0.01% | 649 |
|
|
2023
Q1 | $384K | Buy |
1,845
+39
| +2% | +$8.03K | 0.01% | 544 |
|
|
2022
Q4 | $337K | Buy |
+1,806
| New | +$362K | 0.01% | 548 |
|
|
2022
Q3 | – | Sell |
-1,184
| Closed | -$204K | – | 531 |
|
|
2022
Q2 | $204K | Buy |
+1,184
| New | +$228K | 0.01% | 543 |
|
|
2022
Q1 | – | Sell |
-1,365
| Closed | -$384K | – | 671 |
|
|
2021
Q4 | $384K | Buy |
+1,365
| New | +$398K | 0.01% | 386 |
|
|
2021
Q3 | – | Sell |
-1,044
| Closed | -$305K | – | 260 |
|
|
2021
Q2 | $305K | Sell |
1,044
-176
| -14% | -$50.2K | 0.01% | 373 |
|
|
2021
Q1 | $338K | Sell |
1,220
-354
| -22% | -$102K | 0.01% | 315 |
|
|
2020
Q4 | $481K | Buy |
1,574
+432
| +38% | +$114K | 0.02% | 252 |
|
|
2020
Q3 | $264K | Sell |
1,142
-240
| -17% | -$57K | 0.01% | 319 |
|
|
2020
Q2 | $331K | Buy |
+1,382
| New | +$272K | 0.02% | 274 |
|
Other funds holding ADSK
VCM
VPM
