Stratos Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+650
| New | +$201K | ﹤0.01% | 1334 |
|
|
2025
Q1 | – | Sell |
-1,281
| Closed | -$379K | – | 1363 |
|
|
2024
Q4 | $379K | Buy |
1,281
+59
| +5% | +$17.4K | 0.01% | 1042 |
|
|
2024
Q3 | $337K | Buy |
1,222
+308
| +34% | +$84.8K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $226K | Sell |
914
-358
| -28% | -$88.6K | ﹤0.01% | 1220 |
|
|
2024
Q1 | $331K | Sell |
1,272
-52
| -4% | -$13.5K | 0.01% | 1063 |
|
|
2023
Q4 | $322K | Sell |
1,324
-124
| -9% | -$30.2K | 0.01% | 1045 |
|
|
2023
Q3 | $300K | Buy |
1,448
+235
| +19% | +$48.6K | 0.01% | 1013 |
|
|
2023
Q2 | $248K | Buy |
+1,213
| New | +$248K | 0.01% | 1023 |
|
|
2023
Q1 | – | Sell |
-1,262
| Closed | -$236K | – | 1128 |
|
|
2022
Q4 | $236K | Buy |
1,262
+120
| +11% | +$22.4K | 0.01% | 987 |
|
|
2022
Q3 | $213K | Sell |
1,142
-109
| -9% | -$20.3K | 0.01% | 1002 |
|
|
2022
Q2 | $215K | Sell |
1,251
-95
| -7% | -$16.3K | 0.01% | 1058 |
|
|
2022
Q1 | $289K | Buy |
1,346
+93
| +7% | +$20K | 0.01% | 1001 |
|
|
2021
Q4 | $352K | Sell |
1,253
-235
| -16% | -$66K | 0.01% | 943 |
|
|
2021
Q3 | $424K | Buy |
1,488
+517
| +53% | +$147K | 0.01% | 812 |
|
|
2021
Q2 | $284K | Sell |
971
-51
| -5% | -$14.9K | 0.01% | 995 |
|
|
2021
Q1 | $283K | Sell |
1,022
-398
| -28% | -$110K | 0.01% | 907 |
|
|
2020
Q4 | $434K | Buy |
1,420
+541
| +62% | +$165K | 0.01% | 723 |
|
|
2020
Q3 | $203K | Sell |
879
-7
| -0.8% | -$1.62K | 0.01% | 916 |
|
|
2020
Q2 | $212K | Buy |
+886
| New | +$212K | 0.01% | 877 |
|
|
2018
Q2 | – | Sell |
-1,073
| Closed | -$135K | – | 986 |
|
|
2018
Q1 | $135K | Sell |
1,073
-292
| -21% | -$36.7K | 0.01% | 1047 |
|
|
2017
Q4 | $143K | Buy |
+1,365
| New | +$143K | 0.01% | 1006 |
|