TSWM
Triangle Securities Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,408
-52
| -1% | -$16.1K | 0.34% | 78 |
|
|
2025
Q1 | $1.17M | Sell |
4,460
-10
| -0.2% | -$2.62K | 0.3% | 88 |
|
|
2024
Q4 | $1.32M | Sell |
4,470
-131
| -3% | -$38.7K | 0.34% | 74 |
|
|
2024
Q3 | $1.27M | Sell |
4,601
-10
| -0.2% | -$2.76K | 0.33% | 79 |
|
|
2024
Q2 | $1.14M | Buy |
4,611
+311
| +7% | +$77K | 0.32% | 84 |
|
|
2024
Q1 | $1.12M | Hold |
4,300
| – | – | 0.32% | 90 |
|
|
2023
Q4 | $1.05M | Buy |
4,300
+147
| +4% | +$35.8K | 0.33% | 93 |
|
|
2023
Q3 | $859K | Buy |
4,153
+103
| +3% | +$21.3K | 0.31% | 90 |
|
|
2023
Q2 | $829K | Buy |
4,050
+64
| +2% | +$13.1K | 0.29% | 102 |
|
|
2023
Q1 | $830K | Buy |
3,986
+36
| +0.9% | +$7.49K | 0.3% | 101 |
|
|
2022
Q4 | $738K | Buy |
3,950
+1,350
| +52% | +$252K | 0.27% | 107 |
|
|
2022
Q3 | $486K | Buy |
+2,600
| New | +$486K | 0.2% | 125 |
|
|
2013
Q3 | – | Sell |
-305
| Closed | -$10K | – | 124 |
|
|
2013
Q2 | $10K | Buy |
+305
| New | +$10K | 0.01% | 450 |
|