Spire Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $360K | Sell |
1,162
-913
| -44% | -$283K | 0.01% | 594 |
|
2025
Q1 | $543K | Buy |
2,075
+50
| +2% | +$13.1K | 0.02% | 548 |
|
2024
Q4 | $599K | Buy |
2,025
+7
| +0.3% | +$2.07K | 0.02% | 509 |
|
2024
Q3 | $556K | Buy |
2,018
+2
| +0.1% | +$551 | 0.02% | 496 |
|
2024
Q2 | $499K | Sell |
2,016
-39
| -2% | -$9.65K | 0.02% | 488 |
|
2024
Q1 | $535K | Sell |
2,055
-87
| -4% | -$22.7K | 0.01% | 499 |
|
2023
Q4 | $533K | Buy |
2,142
+20
| +0.9% | +$4.97K | 0.02% | 502 |
|
2023
Q3 | $439K | Sell |
2,122
-163
| -7% | -$33.7K | 0.02% | 503 |
|
2023
Q2 | $468K | Sell |
2,285
-13,495
| -86% | -$2.76M | 0.02% | 501 |
|
2023
Q1 | $3.28M | Buy |
15,780
+13,573
| +615% | +$2.83M | 0.13% | 151 |
|
2022
Q4 | $412K | Buy |
2,207
+804
| +57% | +$150K | 0.02% | 392 |
|
2022
Q3 | $262K | Sell |
1,403
-871
| -38% | -$163K | 0.02% | 464 |
|
2022
Q2 | $391K | Sell |
2,274
-521
| -19% | -$89.6K | 0.02% | 549 |
|
2022
Q1 | $599K | Sell |
2,795
-619
| -18% | -$133K | 0.02% | 517 |
|
2021
Q4 | $960K | Sell |
3,414
-52
| -2% | -$14.6K | 0.02% | 480 |
|
2021
Q3 | $988K | Buy |
3,466
+8
| +0.2% | +$2.28K | 0.03% | 420 |
|
2021
Q2 | $1.01M | Sell |
3,458
-475
| -12% | -$139K | 0.03% | 422 |
|
2021
Q1 | $1.09M | Buy |
+3,933
| New | +$1.09M | 0.03% | 413 |
|