Steward Partners Investment Advisory’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
18,053
+1,046
| +6% | +$324K | 0.04% | 395 |
|
|
2025
Q1 | $4.45M | Buy |
17,007
+778
| +5% | +$204K | 0.04% | 431 |
|
|
2024
Q4 | $4.8M | Buy |
16,229
+553
| +4% | +$163K | 0.04% | 384 |
|
|
2024
Q3 | $4.32M | Buy |
15,676
+1,072
| +7% | +$295K | 0.04% | 401 |
|
|
2024
Q2 | $3.61M | Sell |
14,604
-2,188
| -13% | -$541K | 0.04% | 416 |
|
|
2024
Q1 | $4.37M | Buy |
16,792
+7,829
| +87% | +$2.04M | 0.05% | 361 |
|
|
2023
Q4 | $2.18M | Sell |
8,963
-655
| -7% | -$159K | 0.03% | 483 |
|
|
2023
Q3 | $1.99M | Sell |
9,618
-253
| -3% | -$52.3K | 0.03% | 474 |
|
|
2023
Q2 | $2.02M | Sell |
9,871
-363
| -4% | -$74.3K | 0.03% | 477 |
|
|
2023
Q1 | $2.13M | Buy |
10,234
+1,058
| +12% | +$220K | 0.03% | 452 |
|
|
2022
Q4 | $1.71M | Sell |
9,176
-1,874
| -17% | -$350K | 0.03% | 499 |
|
|
2022
Q3 | $2.06M | Sell |
11,050
-311
| -3% | -$58.1K | 0.04% | 420 |
|
|
2022
Q2 | $1.95M | Sell |
11,361
-2,005
| -15% | -$345K | 0.04% | 439 |
|
|
2022
Q1 | $2.87M | Sell |
13,366
-1,273
| -9% | -$273K | 0.04% | 378 |
|
|
2021
Q4 | $4.12M | Buy |
14,639
+432
| +3% | +$121K | 0.06% | 304 |
|
|
2021
Q3 | $4.05M | Buy |
14,207
+629
| +5% | +$179K | 0.07% | 289 |
|
|
2021
Q2 | $3.96M | Sell |
13,578
-143
| -1% | -$41.7K | 0.07% | 295 |
|
|
2021
Q1 | $3.8M | Buy |
13,721
+795
| +6% | +$220K | 0.07% | 295 |
|
|
2020
Q4 | $3.95M | Buy |
12,926
+1,854
| +17% | +$566K | 0.09% | 238 |
|
|
2020
Q3 | $2.56M | Buy |
11,072
+1,063
| +11% | +$246K | 0.06% | 279 |
|
|
2020
Q2 | $2.39M | Buy |
10,009
+5,147
| +106% | +$1.23M | 0.07% | 275 |
|
|
2020
Q1 | $758K | Buy |
4,862
+2,032
| +72% | +$317K | 0.03% | 460 |
|
|
2019
Q4 | $519K | Hold |
2,830
| – | – | 0.02% | 624 |
|
|
2019
Q3 | $417K | Buy |
2,830
+296
| +12% | +$43.6K | 0.01% | 633 |
|
|
2019
Q2 | $412K | Buy |
2,534
+796
| +46% | +$129K | 0.02% | 603 |
|
|
2019
Q1 | $270K | Sell |
1,738
-94
| -5% | -$14.6K | 0.01% | 667 |
|
|
2018
Q4 | $235K | Buy |
1,832
+268
| +17% | +$34.4K | 0.01% | 661 |
|
|
2018
Q3 | $244K | Buy |
1,564
+147
| +10% | +$22.9K | 0.01% | 676 |
|
|
2018
Q2 | $186K | Buy |
1,417
+492
| +53% | +$64.6K | 0.01% | 665 |
|
|
2018
Q1 | $116K | Buy |
925
+432
| +88% | +$54.2K | 0.01% | 733 |
|
|
2017
Q4 | $51K | Buy |
493
+234
| +90% | +$24.2K | ﹤0.01% | 818 |
|
|
2017
Q3 | $29K | Buy |
259
+5
| +2% | +$560 | ﹤0.01% | 834 |
|
|
2017
Q2 | $25K | Buy |
254
+123
| +94% | +$12.1K | ﹤0.01% | 803 |
|
|
2017
Q1 | $11K | Hold |
131
| – | – | ﹤0.01% | 908 |
|
|
2016
Q4 | $9K | Buy |
+131
| New | +$9K | ﹤0.01% | 569 |
|