Sugarloaf Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-149
| Closed | -$36.3K | – | 675 |
|
|
2023
Q4 | $36.3K | Hold |
149
| – | – | 0.01% | 319 |
|
|
2023
Q3 | $30.8K | Hold |
149
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $30.5K | Hold |
149
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $31K | Sell |
149
-8
| -5% | -$1.67K | 0.01% | 345 |
|
|
2022
Q4 | $29.3K | Buy |
157
+8
| +5% | +$1.5K | 0.01% | 360 |
|
|
2022
Q3 | $28K | Hold |
149
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $26K | Hold |
149
| – | – | 0.01% | 366 |
|
|
2022
Q1 | $32K | Hold |
149
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $42K | Hold |
149
| – | – | 0.01% | 312 |
|
|
2021
Q3 | $42K | Hold |
149
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $43K | Hold |
149
| – | – | 0.01% | 290 |
|
|
2021
Q1 | $41 | Hold |
149
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $45K | Hold |
149
| – | – | 0.02% | 261 |
|
|
2020
Q3 | $34K | Hold |
149
| – | – | 0.01% | 280 |
|
|
2020
Q2 | $36K | Hold |
149
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $23K | Hold |
149
| – | – | 0.01% | 304 |
|
|
2019
Q4 | $27K | Buy |
+149
| New | +$27K | 0.01% | 328 |
|