Toth Financial Advisory’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$7.81K | – | 740 |
|
|
2024
Q1 | $7.81K | Hold |
30
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $7.31K | Hold |
30
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $6.21K | Hold |
30
| – | – | ﹤0.01% | 499 |
|
|
2023
Q2 | $6.14K | Sell |
30
-43
| -59% | -$8.8K | ﹤0.01% | 529 |
|
|
2023
Q1 | $15.2K | Buy |
73
+9
| +14% | +$1.87K | ﹤0.01% | 411 |
|
|
2022
Q4 | $12K | Hold |
64
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $12K | Hold |
64
| – | – | ﹤0.01% | 429 |
|
|
2022
Q2 | $11K | Hold |
64
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $14K | Hold |
64
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $18K | Hold |
64
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $18K | Buy |
+64
| New | +$18K | ﹤0.01% | 410 |
|
|
2021
Q1 | – | Sell |
-1,460
| Closed | -$446K | – | 660 |
|
|
2020
Q4 | $446K | Sell |
1,460
-1,455
| -50% | -$444K | 0.08% | 142 |
|
|
2020
Q3 | $673K | Buy |
2,915
+1,675
| +135% | +$387K | 0.13% | 116 |
|
|
2020
Q2 | $297K | Buy |
+1,240
| New | +$297K | 0.06% | 145 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$244K | – | 455 |
|
|
2019
Q2 | $244K | Buy |
+1,500
| New | +$244K | 0.05% | 159 |
|