SWA
Sutton Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $24.8K | Buy |
120
+28
| +30% | +$5.79K | 0.01% | 330 |
|
|
2023
Q2 | $18.8K | Hold |
92
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $19.2K | Sell |
92
-10
| -10% | -$2.08K | 0.01% | 317 |
|
|
2022
Q4 | $19.1K | Buy |
102
+18
| +21% | +$3.36K | 0.01% | 710 |
|
|
2022
Q3 | $15.7K | Sell |
84
-5
| -6% | -$934 | 0.01% | 737 |
|
|
2022
Q2 | $15.3K | Buy |
89
+39
| +78% | +$6.71K | 0.01% | 758 |
|
|
2022
Q1 | $10.7K | Sell |
50
-7
| -12% | -$1.5K | ﹤0.01% | 916 |
|
|
2021
Q4 | $16K | Sell |
57
-2
| -3% | -$562 | 0.01% | 779 |
|
|
2021
Q3 | $16.8K | Buy |
59
+2
| +4% | +$570 | 0.01% | 751 |
|
|
2021
Q2 | $16.6K | Hold |
57
| – | – | 0.01% | 759 |
|
|
2021
Q1 | $15.8K | Buy |
57
+3
| +6% | +$831 | 0.01% | 745 |
|
|
2020
Q4 | $16.5K | Buy |
54
+4
| +8% | +$1.22K | 0.01% | 664 |
|
|
2020
Q3 | $11.6K | Hold |
50
| – | – | 0.01% | 694 |
|
|
2020
Q2 | $12K | Buy |
50
+3
| +6% | +$718 | 0.01% | 662 |
|
|
2020
Q1 | $7.34K | Buy |
47
+10
| +27% | +$1.56K | ﹤0.01% | 739 |
|
|
2019
Q4 | $6.79K | Hold |
37
| – | – | ﹤0.01% | 899 |
|
|
2019
Q3 | $5.47K | Sell |
37
-3
| -8% | -$443 | ﹤0.01% | 935 |
|
|
2019
Q2 | $6.52K | Buy |
40
+3
| +8% | +$489 | ﹤0.01% | 870 |
|
|
2019
Q1 | $5.77K | Buy |
37
+6
| +19% | +$935 | ﹤0.01% | 907 |
|
|
2018
Q4 | $3.99K | Sell |
31
-10
| -24% | -$1.29K | ﹤0.01% | 917 |
|
|
2018
Q3 | $6.4K | Buy |
41
+26
| +173% | +$4.06K | ﹤0.01% | 866 |
|
|
2018
Q2 | $1.97K | Sell |
15
-134
| -90% | -$17.6K | ﹤0.01% | 1012 |
|
|
2018
Q1 | $18.7K | Buy |
149
+134
| +893% | +$16.8K | 0.01% | 597 |
|
|
2017
Q4 | $1.57K | Hold |
15
| – | – | ﹤0.01% | 982 |
|
|
2017
Q3 | $1.68K | Hold |
15
| – | – | ﹤0.01% | 963 |
|
|
2017
Q2 | $1.51K | Hold |
15
| – | – | ﹤0.01% | 975 |
|
|
2017
Q1 | $1.3K | Hold |
15
| – | – | ﹤0.01% | 961 |
|
|
2016
Q4 | $1.11K | Hold |
15
| – | – | ﹤0.01% | 964 |
|
|
2016
Q3 | $1.09K | Hold |
15
| – | – | ﹤0.01% | 959 |
|
|
2016
Q2 | $812 | Hold |
15
| – | – | ﹤0.01% | 935 |
|
|
2016
Q1 | $875 | Buy |
+15
| New | +$875 | ﹤0.01% | 925 |
|