Surevest’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $706K | Hold |
3,779
| – | – | 0.19% | 107 |
|
|
2022
Q2 | $650K | Hold |
3,779
| – | – | 0.17% | 107 |
|
|
2022
Q1 | $810K | Sell |
3,779
-3
| -0.1% | -$643 | 0.2% | 104 |
|
|
2021
Q4 | $1.06M | Hold |
3,782
| – | – | 0.25% | 76 |
|
|
2021
Q3 | $1.08M | Buy |
3,782
+3
| +0.1% | +$856 | 0.27% | 74 |
|
|
2021
Q2 | $1.1M | Hold |
3,779
| – | – | 0.29% | 72 |
|
|
2021
Q1 | $1.05M | Hold |
3,779
| – | – | 0.32% | 71 |
|
|
2020
Q4 | $1.15M | Hold |
3,779
| – | – | 0.39% | 66 |
|
|
2020
Q3 | $873K | Hold |
3,779
| – | – | 0.34% | 66 |
|
|
2020
Q2 | $904K | Hold |
3,779
| – | – | 0.4% | 65 |
|
|
2020
Q1 | $590K | Sell |
3,779
-1,500
| -28% | -$234K | 0.32% | 67 |
|
|
2019
Q4 | $968K | Hold |
5,279
| – | – | 0.41% | 84 |
|
|
2019
Q3 | $780K | Hold |
5,279
| – | – | 0.38% | 92 |
|
|
2019
Q2 | $860K | Hold |
5,279
| – | – | 0.45% | 83 |
|
|
2019
Q1 | $823K | Hold |
5,279
| – | – | 0.51% | 52 |
|
|
2018
Q4 | $679K | Buy |
+5,279
| New | +$679K | 0.54% | 47 |
|