Sigma Planning Corp’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,465
Closed -$721K 1204
2023
Q1
$721K Buy
3,465
+18
+0.5% +$3.75K 0.02% 649
2022
Q4
$644K Sell
3,447
-111
-3% -$20.7K 0.02% 662
2022
Q3
$665K Buy
3,558
+67
+2% +$12.5K 0.03% 612
2022
Q2
$600K Buy
3,491
+127
+4% +$21.8K 0.02% 686
2022
Q1
$721K Sell
3,364
-1,230
-27% -$264K 0.02% 674
2021
Q4
$1.29M Buy
4,594
+50
+1% +$14.1K 0.04% 447
2021
Q3
$1.3M Sell
4,544
-2
-0% -$570 0.04% 455
2021
Q2
$1.33M Buy
4,546
+1,114
+32% +$325K 0.04% 449
2021
Q1
$951K Buy
3,432
+36
+1% +$9.98K 0.03% 513
2020
Q4
$1.04M Buy
3,396
+31
+0.9% +$9.47K 0.04% 418
2020
Q3
$777K Sell
3,365
-2,481
-42% -$573K 0.03% 467
2020
Q2
$1.4M Buy
5,846
+1,495
+34% +$358K 0.06% 305
2020
Q1
$679K Sell
4,351
-3,707
-46% -$579K 0.04% 401
2019
Q4
$1.48M Buy
8,058
+631
+8% +$116K 0.06% 314
2019
Q3
$1.1M Sell
7,427
-15,776
-68% -$2.33M 0.05% 347
2019
Q2
$3.78M Buy
23,203
+16,742
+259% +$2.73M 0.19% 129
2019
Q1
$1.01M Buy
6,461
+2,261
+54% +$352K 0.06% 314
2018
Q4
$540K Buy
4,200
+204
+5% +$26.2K 0.04% 412
2018
Q3
$624K Buy
3,996
+589
+17% +$92K 0.04% 416
2018
Q2
$447K Buy
3,407
+45
+1% +$5.9K 0.03% 489
2018
Q1
$422K Buy
+3,362
New +$422K 0.03% 483