Simplicity Solutions’s Autodesk ADSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.23M Buy
5,052
+206
+4% +$50.2K 0.03% 396
2023
Q3
$1M Sell
4,846
-350
-7% -$72.4K 0.03% 412
2023
Q2
$1.06M Sell
5,196
-1,307
-20% -$267K 0.03% 447
2023
Q1
$1.35M Buy
6,503
+1,795
+38% +$374K 0.04% 404
2022
Q4
$880K Sell
4,708
-104
-2% -$19.4K 0.12% 219
2022
Q3
$899K Sell
4,812
-195
-4% -$36.4K 0.13% 191
2022
Q2
$861K Buy
5,007
+1,426
+40% +$245K 0.11% 206
2022
Q1
$768K Buy
3,581
+437
+14% +$93.7K 0.09% 225
2021
Q4
$884K Buy
3,144
+474
+18% +$133K 0.1% 245
2021
Q3
$762K Buy
2,670
+629
+31% +$180K 0.12% 188
2021
Q2
$596K Buy
2,041
+1,024
+101% +$299K 0.12% 189
2021
Q1
$282K Sell
1,017
-1,445
-59% -$401K 0.06% 362
2020
Q4
$752K Buy
2,462
+169
+7% +$51.6K 0.01% 611
2020
Q3
$530K Sell
2,293
-428
-16% -$98.9K 0.01% 615
2020
Q2
$651K Buy
2,721
+178
+7% +$42.6K 0.01% 582
2020
Q1
$397K Sell
2,543
-36
-1% -$5.62K 0.01% 548
2019
Q4
$473K Sell
2,579
-158
-6% -$29K 0.01% 554
2019
Q3
$404K Sell
2,737
-29
-1% -$4.28K 0.02% 466
2019
Q2
$451K Buy
+2,766
New +$451K 0.02% 376
2018
Q4
Sell
-4,073
Closed -$636K 617
2018
Q3
$636K Sell
4,073
-125
-3% -$19.5K 0.04% 227
2018
Q2
$550K Buy
4,198
+1,594
+61% +$209K 0.04% 232
2018
Q1
$327K Buy
2,604
+105
+4% +$13.2K 0.03% 267
2017
Q4
$262K Sell
2,499
-75
-3% -$7.86K 0.03% 313
2017
Q3
$289K Buy
2,574
+336
+15% +$37.7K 0.19% 156
2017
Q2
$226K Buy
+2,238
New +$226K 0.03% 376