Summit Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.3M | Hold |
5,000
| – | – | 0.46% | 63 |
|
|
2023
Q4 | $1.22M | Sell |
5,000
-1,000
| -17% | -$243K | 0.47% | 62 |
|
|
2023
Q3 | $1.24M | Hold |
6,000
| – | – | 0.52% | 56 |
|
|
2023
Q2 | $1.23M | Hold |
6,000
| – | – | 0.48% | 59 |
|
|
2023
Q1 | $1.25M | Hold |
6,000
| – | – | 0.47% | 60 |
|
|
2022
Q4 | $1.12M | Hold |
6,000
| – | – | 0.44% | 64 |
|
|
2022
Q3 | $1.12M | Hold |
6,000
| – | – | 0.47% | 60 |
|
|
2022
Q2 | $1.03M | Hold |
6,000
| – | – | 0.4% | 73 |
|
|
2022
Q1 | $1.29M | Hold |
6,000
| – | – | 0.44% | 64 |
|
|
2021
Q4 | $1.69M | Hold |
6,000
| – | – | 0.55% | 50 |
|
|
2021
Q3 | $1.71M | Hold |
6,000
| – | – | 0.62% | 43 |
|
|
2021
Q2 | $1.75M | Hold |
6,000
| – | – | 0.66% | 42 |
|
|
2021
Q1 | $1.66M | Hold |
6,000
| – | – | 0.69% | 40 |
|
|
2020
Q4 | $1.83M | Hold |
6,000
| – | – | 0.8% | 36 |
|
|
2020
Q3 | $1.39M | Hold |
6,000
| – | – | 0.69% | 39 |
|
|
2020
Q2 | $1.44M | Hold |
6,000
| – | – | 0.75% | 36 |
|
|
2020
Q1 | $937K | Hold |
6,000
| – | – | 0.56% | 47 |
|
|
2019
Q4 | $1.1M | Hold |
6,000
| – | – | 0.53% | 50 |
|
|
2019
Q3 | $886K | Hold |
6,000
| – | – | 0.45% | 56 |
|
|
2019
Q2 | $977K | Hold |
6,000
| – | – | 0.44% | 62 |
|
|
2019
Q1 | $935K | Hold |
6,000
| – | – | 0.73% | 44 |
|
|
2018
Q4 | $772K | Hold |
6,000
| – | – | 0.66% | 49 |
|
|
2018
Q3 | $937K | Hold |
6,000
| – | – | 0.7% | 49 |
|
|
2018
Q2 | $787K | Hold |
6,000
| – | – | 0.61% | 55 |
|
|
2018
Q1 | $753K | Hold |
6,000
| – | – | 0.59% | 57 |
|
|
2017
Q4 | $629K | Hold |
6,000
| – | – | 0.51% | 63 |
|
|
2017
Q3 | $674K | Hold |
6,000
| – | – | 0.56% | 58 |
|
|
2017
Q2 | $605K | Buy |
+6,000
| New | +$605K | 0.52% | 59 |
|