Venturi Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Buy |
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|
2025
Q2 | $2.25M | Sell |
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|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $785K | Buy |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $735K | Sell |
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|
2021
Q1 | $976K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $929K | Buy |
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|
2020
Q2 | $492K | Sell |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $418K | Sell |
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|
2019
Q3 | $366K | Sell |
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|
2019
Q2 | $448K | Sell |
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|
2019
Q1 | $472K | Sell |
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|
2018
Q4 | $372K | Buy |
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|
2018
Q3 | $337K | Hold |
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|
2018
Q2 | $293K | Hold |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $268K | Buy |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $238K | Sell |
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|
2017
Q1 | $211K | Buy |
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