Summit Securities Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
+818
| New | +$253K | 0.05% | 125 |
|
|
2025
Q1 | – | Sell |
-34
| Closed | -$10K | – | 632 |
|
|
2024
Q4 | $10K | Buy |
+34
| New | +$10K | ﹤0.01% | 342 |
|
|
2024
Q3 | – | Sell |
-29
| Closed | -$7K | – | 419 |
|
|
2024
Q2 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 340 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$4K | – | 290 |
|
|
2023
Q4 | $4K | Sell |
17
-7
| -29% | -$1.65K | ﹤0.01% | 369 |
|
|
2023
Q3 | $5K | Sell |
24
-49
| -67% | -$10.2K | ﹤0.01% | 303 |
|
|
2023
Q2 | $15K | Buy |
73
+72
| +7,200% | +$14.8K | ﹤0.01% | 569 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 627 |
|
|
2022
Q4 | – | Sell |
-829
| Closed | -$155K | – | 889 |
|
|
2022
Q3 | $155K | Buy |
+829
| New | +$155K | 0.01% | 299 |
|
|
2022
Q2 | – | Sell |
-997
| Closed | -$214K | – | 707 |
|
|
2022
Q1 | $214K | Buy |
+997
| New | +$214K | 0.02% | 223 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 363 |
|
|
2021
Q3 | – | Sell |
-831
| Closed | -$243K | – | 325 |
|
|
2021
Q2 | $243K | Buy |
+831
| New | +$243K | 0.02% | 287 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 251 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 203 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 143 |
|
|
2017
Q3 | – | Sell |
-14,401
| Closed | -$1.45M | – | 118 |
|
|
2017
Q2 | $1.45M | Sell |
14,401
-10,704
| -43% | -$1.08M | 0.26% | 32 |
|
|
2017
Q1 | $2.17M | Buy |
+25,105
| New | +$2.17M | 0.63% | 25 |
|
|
2015
Q1 | – | Sell |
-700
| Closed | -$42K | – | 327 |
|
|
2014
Q4 | $42K | Buy |
+700
| New | +$42K | 0.01% | 308 |
|
|
2014
Q3 | – | Sell |
-58
| Closed | -$3K | – | 537 |
|
|
2014
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 433 |
|