Veritable’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,208
Closed -$1.88M 15
2023
Q2
$1.88M Sell
9,208
-51
-0.6% -$10.4K 0.03% 255
2023
Q1
$1.93M Sell
9,259
-81
-0.9% -$16.9K 0.03% 242
2022
Q4
$1.75M Buy
9,340
+240
+3% +$44.8K 0.03% 259
2022
Q3
$1.7M Sell
9,100
-1,228
-12% -$229K 0.03% 248
2022
Q2
$1.78M Buy
10,328
+670
+7% +$115K 0.03% 263
2022
Q1
$2.07M Buy
9,658
+418
+5% +$89.6K 0.03% 253
2021
Q4
$2.6M Buy
9,240
+48
+0.5% +$13.5K 0.04% 208
2021
Q3
$2.62M Sell
9,192
-5
-0.1% -$1.43K 0.04% 197
2021
Q2
$2.69M Sell
9,197
-47
-0.5% -$13.7K 0.04% 196
2021
Q1
$2.56M Sell
9,244
-326
-3% -$90.4K 0.04% 186
2020
Q4
$2.92M Buy
9,570
+744
+8% +$227K 0.05% 166
2020
Q3
$2.04M Buy
8,826
+331
+4% +$76.5K 0.04% 197
2020
Q2
$2.03M Sell
8,495
-223
-3% -$53.3K 0.04% 187
2020
Q1
$1.36M Sell
8,718
-383
-4% -$59.8K 0.03% 247
2019
Q4
$1.67M Buy
9,101
+138
+2% +$25.3K 0.03% 256
2019
Q3
$1.32M Buy
8,963
+284
+3% +$42K 0.03% 290
2019
Q2
$1.41M Buy
8,679
+11
+0.1% +$1.79K 0.03% 275
2019
Q1
$1.35M Buy
8,668
+115
+1% +$17.9K 0.03% 285
2018
Q4
$1.1M Sell
8,553
-60
-0.7% -$7.72K 0.03% 304
2018
Q3
$1.35M Sell
8,613
-20
-0.2% -$3.12K 0.03% 292
2018
Q2
$1.13M Buy
8,633
+36
+0.4% +$4.72K 0.02% 306
2018
Q1
$1.08M Buy
8,597
+13
+0.2% +$1.63K 0.02% 317
2017
Q4
$900K Sell
8,584
-526
-6% -$55.1K 0.02% 358
2017
Q3
$1.02M Buy
9,110
+82
+0.9% +$9.21K 0.02% 338
2017
Q2
$910K Buy
9,028
+103
+1% +$10.4K 0.02% 364
2017
Q1
$772K Buy
8,925
+294
+3% +$25.4K 0.02% 379
2016
Q4
$639K Buy
8,631
+146
+2% +$10.8K 0.02% 409
2016
Q3
$614K Buy
8,485
+1,438
+20% +$104K 0.02% 412
2016
Q2
$382K Buy
7,047
+325
+5% +$17.6K 0.01% 503
2016
Q1
$392K Sell
6,722
-8,153
-55% -$475K 0.01% 496
2015
Q4
$906K Sell
14,875
-2,191
-13% -$133K 0.02% 333
2015
Q3
$753K Buy
17,066
+470
+3% +$20.7K 0.02% 349
2015
Q2
$831K Sell
16,596
-3,904
-19% -$195K 0.02% 341
2015
Q1
$1.2M Buy
20,500
+126
+0.6% +$7.39K 0.03% 362
2014
Q4
$1.22M Buy
20,374
+476
+2% +$28.6K 0.03% 360
2014
Q3
$1.1M Sell
19,898
-2,006
-9% -$110K 0.02% 376
2014
Q2
$1.24M Buy
21,904
+143
+0.7% +$8.06K 0.03% 359
2014
Q1
$1.07M Sell
21,761
-30
-0.1% -$1.48K 0.02% 385
2013
Q4
$1.1M Buy
21,791
+684
+3% +$34.4K 0.02% 372
2013
Q3
$869K Sell
21,107
-511
-2% -$21K 0.02% 417
2013
Q2
$734K Buy
+21,618
New +$734K 0.02% 466