SVB Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
791
-1,213
| -61% | -$376K | 0.01% | 390 |
|
|
2025
Q1 | $525K | Sell |
2,004
-1,124
| -36% | -$294K | 0.02% | 207 |
|
|
2024
Q4 | $925K | Buy |
+3,128
| New | +$925K | 0.02% | 337 |
|
|
2024
Q3 | – | Sell |
-2,810
| Closed | -$695K | – | 32 |
|
|
2024
Q2 | $695K | Sell |
2,810
-84
| -3% | -$20.8K | 0.02% | 376 |
|
|
2024
Q1 | $754K | Sell |
2,894
-149
| -5% | -$38.8K | 0.02% | 398 |
|
|
2023
Q4 | $741K | Buy |
3,043
+535
| +21% | +$130K | 0.02% | 395 |
|
|
2023
Q3 | $519K | Sell |
2,508
-410
| -14% | -$84.8K | 0.01% | 447 |
|
|
2023
Q2 | $597K | Sell |
2,918
-662
| -18% | -$135K | 0.01% | 441 |
|
|
2023
Q1 | $745K | Sell |
3,580
-476
| -12% | -$99.1K | 0.01% | 445 |
|
|
2022
Q4 | $758K | Buy |
4,056
+43
| +1% | +$8.04K | 0.01% | 459 |
|
|
2022
Q3 | $749K | Buy |
4,013
+2,225
| +124% | +$415K | 0.01% | 427 |
|
|
2022
Q2 | $308K | Buy |
1,788
+248
| +16% | +$42.7K | ﹤0.01% | 553 |
|
|
2022
Q1 | $330K | Sell |
1,540
-15
| -1% | -$3.21K | ﹤0.01% | 560 |
|
|
2021
Q4 | $438K | Sell |
1,555
-49
| -3% | -$13.8K | 0.01% | 478 |
|
|
2021
Q3 | $458K | Buy |
1,604
+191
| +14% | +$54.5K | 0.01% | 626 |
|
|
2021
Q2 | $413K | Sell |
1,413
-8
| -0.6% | -$2.34K | 0.01% | 638 |
|
|
2021
Q1 | $394K | Buy |
1,421
+23
| +2% | +$6.38K | 0.01% | 584 |
|
|
2020
Q4 | $426K | Buy |
1,398
+151
| +12% | +$46K | 0.01% | 516 |
|
|
2020
Q3 | $288K | Buy |
1,247
+2
| +0.2% | +$462 | ﹤0.01% | 539 |
|
|
2020
Q2 | $298K | Buy |
+1,245
| New | +$298K | 0.01% | 457 |
|
|
2020
Q1 | – | Sell |
-1,241
| Closed | -$228K | – | 588 |
|
|
2019
Q4 | $228K | Buy |
+1,241
| New | +$228K | ﹤0.01% | 549 |
|
|
2016
Q4 | – | Sell |
-2,830
| Closed | -$205K | – | 492 |
|
|
2016
Q3 | $205K | Buy |
+2,830
| New | +$205K | 0.01% | 498 |
|
|
2016
Q2 | – | Sell |
-4,490
| Closed | -$262K | – | 507 |
|
|
2016
Q1 | $262K | Sell |
4,490
-685
| -13% | -$40K | 0.01% | 449 |
|
|
2015
Q4 | $315K | Sell |
5,175
-2,644
| -34% | -$161K | 0.01% | 456 |
|
|
2015
Q3 | $345K | Sell |
7,819
-4,283
| -35% | -$189K | 0.01% | 452 |
|
|
2015
Q2 | $606K | Sell |
12,102
-537
| -4% | -$26.9K | 0.02% | 394 |
|
|
2015
Q1 | $741K | Buy |
12,639
+1,075
| +9% | +$63K | 0.02% | 349 |
|
|
2014
Q4 | $695K | Buy |
+11,564
| New | +$695K | 0.02% | 352 |
|