Tarbox Family Office’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-190
| Closed | -$41K | – | 124 |
|
2022
Q1 | $41K | Sell |
190
-52
| -21% | -$11.2K | 0.01% | 199 |
|
2021
Q4 | $68K | Hold |
242
| – | – | 0.01% | 192 |
|
2021
Q3 | $69K | Hold |
242
| – | – | 0.01% | 205 |
|
2021
Q2 | $71K | Hold |
242
| – | – | 0.01% | 206 |
|
2021
Q1 | $67K | Hold |
242
| – | – | 0.01% | 176 |
|
2020
Q4 | $74K | Sell |
242
-14
| -5% | -$4.28K | 0.02% | 170 |
|
2020
Q3 | $59K | Buy |
256
+46
| +22% | +$10.6K | 0.01% | 174 |
|
2020
Q2 | $50K | Sell |
210
-15
| -7% | -$3.57K | 0.01% | 182 |
|
2020
Q1 | $35K | Buy |
225
+14
| +7% | +$2.18K | 0.01% | 191 |
|
2019
Q4 | $39K | Hold |
211
| – | – | 0.01% | 206 |
|
2019
Q3 | $31K | Hold |
211
| – | – | 0.01% | 194 |
|
2019
Q2 | $34K | Sell |
211
-5
| -2% | -$806 | 0.01% | 181 |
|
2019
Q1 | $34K | Hold |
216
| – | – | 0.01% | 169 |
|
2018
Q4 | $28K | Buy |
216
+5
| +2% | +$648 | 0.01% | 176 |
|
2018
Q3 | $33K | Hold |
211
| – | – | 0.01% | 186 |
|
2018
Q2 | $28K | Hold |
211
| – | – | 0.01% | 190 |
|
2018
Q1 | $26K | Hold |
211
| – | – | 0.01% | 208 |
|
2017
Q4 | $22K | Hold |
211
| – | – | 0.01% | 224 |
|
2017
Q3 | $24K | Buy |
211
+9
| +4% | +$1.02K | 0.01% | 211 |
|
2017
Q2 | $20K | Hold |
202
| – | – | 0.01% | 215 |
|
2017
Q1 | $17K | Hold |
202
| – | – | 0.01% | 233 |
|
2016
Q4 | $15K | Hold |
202
| – | – | 0.01% | 211 |
|
2016
Q3 | $15K | Hold |
202
| – | – | 0.01% | 201 |
|
2016
Q2 | $11K | Hold |
202
| – | – | 0.01% | 232 |
|
2016
Q1 | $12K | Buy |
202
+29
| +17% | +$1.72K | 0.01% | 226 |
|
2015
Q4 | $11K | Hold |
173
| – | – | 0.01% | 212 |
|
2015
Q3 | $8K | Sell |
173
-6
| -3% | -$277 | 0.01% | 260 |
|
2015
Q2 | $9K | Hold |
179
| – | – | 0.01% | 244 |
|
2015
Q1 | $10K | Hold |
179
| – | – | 0.01% | 236 |
|
2014
Q4 | $11K | Hold |
179
| – | – | 0.01% | 227 |
|
2014
Q3 | $10K | Buy |
179
+6
| +3% | +$335 | 0.01% | 231 |
|
2014
Q2 | $9K | Hold |
173
| – | – | 0.01% | 237 |
|
2014
Q1 | $8K | Hold |
173
| – | – | 0.01% | 269 |
|
2013
Q4 | $9K | Buy |
+173
| New | +$9K | 0.01% | 285 |
|