Smith Salley Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,924
| Closed | -$971K | – | 236 |
|
|
2024
Q2 | $971K | Buy |
3,924
+1,059
| +37% | +$238K | 0.07% | 140 |
|
|
2024
Q1 | $746K | Sell |
2,865
-761
| -21% | -$193K | 0.06% | 143 |
|
|
2023
Q4 | $883K | Buy |
3,626
+1,050
| +41% | +$227K | 0.06% | 147 |
|
|
2023
Q3 | $533K | Buy |
2,576
+85
| +3% | +$17.9K | 0.04% | 169 |
|
|
2023
Q2 | $510K | Buy |
2,491
+93
| +4% | +$18.6K | 0.04% | 168 |
|
|
2023
Q1 | $499K | Sell |
2,398
-22
| -0.9% | -$4.53K | 0.04% | 171 |
|
|
2022
Q4 | $452K | Sell |
2,420
-97
| -4% | -$19.5K | 0.04% | 169 |
|
|
2022
Q3 | $470K | Buy |
2,517
+157
| +7% | +$31.7K | 0.04% | 167 |
|
|
2022
Q2 | $406K | Buy |
2,360
+67
| +3% | +$12.9K | 0.04% | 181 |
|
|
2022
Q1 | $492K | Sell |
2,293
-865
| -27% | -$199K | 0.04% | 179 |
|
|
2021
Q4 | $888K | Buy |
3,158
+162
| +5% | +$47.2K | 0.06% | 152 |
|
|
2021
Q3 | $855K | Buy |
2,996
+173
| +6% | +$53K | 0.07% | 152 |
|
|
2021
Q2 | $824K | Buy |
2,823
+264
| +10% | +$75.3K | 0.07% | 154 |
|
|
2021
Q1 | $709K | Sell |
2,559
-435
| -15% | -$125K | 0.06% | 147 |
|
|
2020
Q4 | $915K | Buy |
2,994
+1,988
| +198% | +$524K | 0.09% | 120 |
|
|
2020
Q3 | $232K | Hold |
1,006
| – | – | 0.03% | 177 |
|
|
2020
Q2 | $241K | Sell |
1,006
-1,066
| -51% | -$210K | 0.03% | 173 |
|
|
2020
Q1 | $324K | Sell |
2,072
-411
| -17% | -$75.4K | 0.05% | 142 |
|
|
2019
Q4 | $456K | Hold |
2,483
| – | – | 0.06% | 132 |
|
|
2019
Q3 | $367K | Hold |
2,483
| – | – | 0.05% | 145 |
|
|
2019
Q2 | $404K | Sell |
2,483
-10
| -0.4% | -$1.68K | 0.06% | 137 |
|
|
2019
Q1 | $389K | Sell |
2,493
-104
| -4% | -$15.5K | 0.06% | 132 |
|
|
2018
Q4 | $334K | Sell |
2,597
-415
| -14% | -$56.1K | 0.06% | 131 |
|
|
2018
Q3 | $470K | Hold |
3,012
| – | – | 0.07% | 124 |
|
|
2018
Q2 | $394K | Sell |
3,012
-656
| -18% | -$86.9K | 0.07% | 130 |
|
|
2018
Q1 | $461K | Sell |
3,668
-933
| -20% | -$111K | 0.08% | 116 |
|
|
2017
Q4 | $482K | Buy |
4,601
+275
| +6% | +$32.1K | 0.09% | 122 |
|
|
2017
Q3 | $486K | Hold |
4,326
| – | – | 0.09% | 117 |
|
|
2017
Q2 | $436K | Hold |
4,326
| – | – | 0.09% | 120 |
|
|
2017
Q1 | $374K | Sell |
4,326
-73
| -2% | -$6.11K | 0.08% | 125 |
|
|
2016
Q4 | $326K | Sell |
4,399
-417
| -9% | -$30.7K | 0.07% | 123 |
|
|
2016
Q3 | $348K | Sell |
4,816
-366
| -7% | -$23.1K | 0.08% | 121 |
|
|
2016
Q2 | $280K | Sell |
5,182
-1,316
| -20% | -$76.2K | 0.07% | 132 |
|
|
2016
Q1 | $379K | Sell |
6,498
-5,934
| -48% | -$309K | 0.1% | 115 |
|
|
2015
Q4 | $757K | Sell |
12,432
-3,092
| -20% | -$180K | 0.19% | 103 |
|
|
2015
Q3 | $685K | Sell |
15,524
-3,922
| -20% | -$197K | 0.18% | 106 |
|
|
2015
Q2 | $974K | Sell |
19,446
-6,053
| -24% | -$346K | 0.25% | 96 |
|
|
2015
Q1 | $1.5M | Sell |
25,499
-7,610
| -23% | -$451K | 0.38% | 78 |
|
|
2014
Q4 | $1.99M | Sell |
33,109
-4,727
| -12% | -$273K | 0.52% | 61 |
|
|
2014
Q3 | $2.08M | Sell |
37,836
-8,837
| -19% | -$484K | 0.55% | 59 |
|
|
2014
Q2 | $2.63M | Buy |
+46,673
| New | +$2.37M | 0.7% | 53 |
|
Other funds holding ADSK
