SOA Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.5K | Sell |
286
-10
| -3% | -$3.1K | 0.02% | 290 |
|
|
2025
Q1 | $77.5K | Buy |
296
+69
| +30% | +$18.1K | 0.02% | 283 |
|
|
2024
Q4 | $67.1K | Hold |
227
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $62.5K | Buy |
227
+141
| +164% | +$38.8K | 0.01% | 287 |
|
|
2024
Q2 | $21.3K | Buy |
86
+74
| +617% | +$18.3K | ﹤0.01% | 433 |
|
|
2024
Q1 | $3.13K | Hold |
12
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $2.92K | Hold |
12
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $2.48K | Hold |
12
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $2.46K | Hold |
12
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $2.5K | Hold |
12
| – | – | ﹤0.01% | 703 |
|
|
2022
Q4 | $2.24K | Sell |
12
-1
| -8% | -$187 | ﹤0.01% | 724 |
|
|
2022
Q3 | $2K | Sell |
13
-1
| -7% | -$154 | ﹤0.01% | 689 |
|
|
2022
Q2 | $2K | Sell |
14
-99
| -88% | -$14.1K | ﹤0.01% | 677 |
|
|
2022
Q1 | $24K | Hold |
113
| – | – | 0.01% | 428 |
|
|
2021
Q4 | $31K | Hold |
113
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $32K | Buy |
113
+5
| +5% | +$1.42K | 0.01% | 375 |
|
|
2021
Q2 | $31K | Buy |
+108
| New | +$31K | 0.01% | 383 |
|