United Capital Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
6,577
+103
| +2% | +$31.9K | 0.02% | 438 |
|
|
2025
Q1 | $1.69M | Buy |
6,474
+221
| +4% | +$57.9K | 0.01% | 457 |
|
|
2024
Q4 | $1.85M | Sell |
6,253
-715
| -10% | -$211K | 0.02% | 430 |
|
|
2024
Q3 | $1.92M | Buy |
6,968
+168
| +2% | +$46.3K | 0.02% | 428 |
|
|
2024
Q2 | $1.68M | Buy |
6,800
+31
| +0.5% | +$7.67K | 0.01% | 436 |
|
|
2024
Q1 | $1.76M | Sell |
6,769
-338
| -5% | -$88K | 0.01% | 453 |
|
|
2023
Q4 | $1.73M | Buy |
7,107
+2,299
| +48% | +$560K | 0.01% | 446 |
|
|
2023
Q3 | $995K | Sell |
4,808
-2,715
| -36% | -$562K | 0.01% | 515 |
|
|
2023
Q2 | $1.54M | Sell |
7,523
-904
| -11% | -$185K | 0.01% | 476 |
|
|
2023
Q1 | $1.75M | Sell |
8,427
-569
| -6% | -$118K | 0.01% | 473 |
|
|
2022
Q4 | $1.68M | Sell |
8,996
-560
| -6% | -$105K | 0.01% | 515 |
|
|
2022
Q3 | $1.79M | Buy |
9,556
+270
| +3% | +$50.4K | 0.01% | 494 |
|
|
2022
Q2 | $1.6M | Sell |
9,286
-318
| -3% | -$54.7K | 0.01% | 539 |
|
|
2022
Q1 | $2.06M | Sell |
9,604
-162
| -2% | -$34.7K | 0.01% | 506 |
|
|
2021
Q4 | $2.75M | Sell |
9,766
-956
| -9% | -$269K | 0.01% | 473 |
|
|
2021
Q3 | $3.06M | Sell |
10,722
-552
| -5% | -$157K | 0.02% | 457 |
|
|
2021
Q2 | $3.29M | Sell |
11,274
-996
| -8% | -$291K | 0.02% | 443 |
|
|
2021
Q1 | $3.4M | Sell |
12,270
-795
| -6% | -$220K | 0.02% | 415 |
|
|
2020
Q4 | $3.99M | Sell |
13,065
-2,128
| -14% | -$650K | 0.02% | 390 |
|
|
2020
Q3 | $3.51M | Buy |
15,193
+888
| +6% | +$205K | 0.02% | 397 |
|
|
2020
Q2 | $3.42M | Sell |
14,305
-886
| -6% | -$212K | 0.02% | 423 |
|
|
2020
Q1 | $2.37M | Sell |
15,191
-3,100
| -17% | -$484K | 0.02% | 461 |
|
|
2019
Q4 | $3.36M | Buy |
18,291
+1,322
| +8% | +$243K | 0.02% | 493 |
|
|
2019
Q3 | $2.51M | Sell |
16,969
-3,926
| -19% | -$580K | 0.02% | 540 |
|
|
2019
Q2 | $3.4M | Buy |
20,895
+199
| +1% | +$32.4K | 0.02% | 492 |
|
|
2019
Q1 | $3.23M | Sell |
20,696
-3,116
| -13% | -$486K | 0.02% | 494 |
|
|
2018
Q4 | $3.06M | Buy |
23,812
+356
| +2% | +$45.8K | 0.02% | 464 |
|
|
2018
Q3 | $3.66M | Buy |
23,456
+1,166
| +5% | +$182K | 0.03% | 492 |
|
|
2018
Q2 | $2.92M | Buy |
22,290
+1,454
| +7% | +$191K | 0.02% | 511 |
|
|
2018
Q1 | $2.62M | Sell |
20,836
-1,061
| -5% | -$133K | 0.02% | 520 |
|
|
2017
Q4 | $2.3M | Sell |
21,897
-538
| -2% | -$56.4K | 0.02% | 560 |
|
|
2017
Q3 | $2.52M | Sell |
22,435
-908
| -4% | -$102K | 0.02% | 522 |
|
|
2017
Q2 | $2.35M | Sell |
23,343
-1,291
| -5% | -$130K | 0.02% | 530 |
|
|
2017
Q1 | $2.13M | Sell |
24,634
-2,988
| -11% | -$258K | 0.02% | 553 |
|
|
2016
Q4 | $2.04M | Sell |
27,622
-110
| -0.4% | -$8.14K | 0.02% | 564 |
|
|
2016
Q3 | $2.01M | Sell |
27,732
-2,208
| -7% | -$160K | 0.02% | 587 |
|
|
2016
Q2 | $1.62M | Sell |
29,940
-780
| -3% | -$42.1K | 0.02% | 606 |
|
|
2016
Q1 | $1.79M | Sell |
30,720
-1,189
| -4% | -$69.3K | 0.02% | 560 |
|
|
2015
Q4 | $1.94M | Sell |
31,909
-384
| -1% | -$23.4K | 0.02% | 553 |
|
|
2015
Q3 | $1.43M | Buy |
32,293
+3,009
| +10% | +$133K | 0.02% | 603 |
|
|
2015
Q2 | $1.47M | Sell |
29,284
-979
| -3% | -$49K | 0.02% | 652 |
|
|
2015
Q1 | $1.72M | Sell |
30,263
-1,748
| -5% | -$99.3K | 0.02% | 599 |
|
|
2014
Q4 | $1.92M | Sell |
32,011
-565
| -2% | -$33.9K | 0.03% | 484 |
|
|
2014
Q3 | $1.8M | Sell |
32,576
-2,362
| -7% | -$130K | 0.03% | 463 |
|
|
2014
Q2 | $1.97M | Buy |
34,938
+555
| +2% | +$31.3K | 0.04% | 418 |
|
|
2014
Q1 | $1.69M | Sell |
34,383
-754
| -2% | -$37.1K | 0.04% | 383 |
|
|
2013
Q4 | $1.77M | Sell |
35,137
-888
| -2% | -$44.7K | 0.06% | 259 |
|
|
2013
Q3 | $1.48M | Buy |
36,025
+1,827
| +5% | +$75.2K | 0.05% | 294 |
|
|
2013
Q2 | $1.16M | Buy |
+34,198
| New | +$1.16M | 0.03% | 381 |
|