Sonora Investment Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $66K | Hold |
230
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $67K | Hold |
230
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $64K | Hold |
230
| – | – | 0.01% | 510 |
|
|
2020
Q4 | $70K | Sell |
230
-25
| -10% | -$7.61K | 0.01% | 509 |
|
|
2020
Q3 | $59K | Sell |
255
-25
| -9% | -$5.78K | 0.01% | 516 |
|
|
2020
Q2 | $67K | Sell |
280
-98
| -26% | -$23.5K | 0.01% | 420 |
|
|
2020
Q1 | $59K | Hold |
378
| – | – | 0.01% | 414 |
|
|
2019
Q4 | $69K | Buy |
+378
| New | +$69K | 0.01% | 423 |
|
|
2019
Q3 | – | Sell |
-280
| Closed | -$46K | – | 1667 |
|
|
2019
Q2 | $46K | Hold |
280
| – | – | 0.01% | 572 |
|
|
2019
Q1 | $44K | Hold |
280
| – | – | 0.01% | 555 |
|
|
2018
Q4 | $36K | Hold |
280
| – | – | 0.01% | 454 |
|
|
2018
Q3 | $44K | Hold |
280
| – | – | 0.01% | 440 |
|
|
2018
Q2 | $37K | Hold |
280
| – | – | 0.01% | 454 |
|
|
2018
Q1 | $35.2K | Hold |
280
| – | – | 0.01% | 447 |
|
|
2017
Q4 | $29.4K | Buy |
+280
| New | +$29.4K | ﹤0.01% | 490 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$20.2K | – | 1156 |
|
|
2017
Q2 | $20.2K | Hold |
200
| – | – | ﹤0.01% | 531 |
|
|
2017
Q1 | $17.3K | Hold |
200
| – | – | ﹤0.01% | 545 |
|
|
2016
Q4 | $14.8K | Hold |
200
| – | – | ﹤0.01% | 528 |
|
|
2016
Q3 | $14.5K | Hold |
200
| – | – | ﹤0.01% | 518 |
|
|
2016
Q2 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 573 |
|
|
2016
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 583 |
|
|
2015
Q4 | – | Sell |
-73
| Closed | -$3K | – | 786 |
|
|
2015
Q3 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 855 |
|