Veritable’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,208
| Closed | -$1.88M | – | 15 |
|
|
2023
Q2 | $1.88M | Sell |
9,208
-51
| -0.6% | -$10.2K | 0.03% | 256 |
|
|
2023
Q1 | $1.93M | Sell |
9,259
-81
| -0.9% | -$16.7K | 0.03% | 243 |
|
|
2022
Q4 | $1.75M | Buy |
9,340
+240
| +3% | +$48.2K | 0.03% | 260 |
|
|
2022
Q3 | $1.7M | Sell |
9,100
-1,228
| -12% | -$248K | 0.03% | 249 |
|
|
2022
Q2 | $1.78M | Buy |
10,328
+670
| +7% | +$129K | 0.03% | 264 |
|
|
2022
Q1 | $2.07M | Buy |
9,658
+418
| +5% | +$96.3K | 0.03% | 254 |
|
|
2021
Q4 | $2.6M | Buy |
9,240
+48
| +0.5% | +$14K | 0.04% | 209 |
|
|
2021
Q3 | $2.62M | Sell |
9,192
-5
| -0.1% | -$1.53K | 0.04% | 198 |
|
|
2021
Q2 | $2.69M | Sell |
9,197
-47
| -0.5% | -$13.4K | 0.04% | 197 |
|
|
2021
Q1 | $2.56M | Sell |
9,244
-326
| -3% | -$94K | 0.04% | 186 |
|
|
2020
Q4 | $2.92M | Buy |
9,570
+744
| +8% | +$196K | 0.05% | 168 |
|
|
2020
Q3 | $2.04M | Buy |
8,826
+331
| +4% | +$78.7K | 0.04% | 199 |
|
|
2020
Q2 | $2.03M | Sell |
8,495
-223
| -3% | -$43.8K | 0.04% | 187 |
|
|
2020
Q1 | $1.36M | Sell |
8,718
-383
| -4% | -$70.3K | 0.03% | 248 |
|
|
2019
Q4 | $1.67M | Buy |
9,101
+138
| +2% | +$22.4K | 0.03% | 257 |
|
|
2019
Q3 | $1.32M | Buy |
8,963
+284
| +3% | +$44.2K | 0.03% | 291 |
|
|
2019
Q2 | $1.41M | Buy |
8,679
+11
| +0.1% | +$1.85K | 0.03% | 275 |
|
|
2019
Q1 | $1.35M | Buy |
8,668
+115
| +1% | +$17.2K | 0.03% | 286 |
|
|
2018
Q4 | $1.1M | Sell |
8,553
-60
| -0.7% | -$8.1K | 0.03% | 305 |
|
|
2018
Q3 | $1.34M | Sell |
8,613
-20
| -0.2% | -$2.82K | 0.03% | 295 |
|
|
2018
Q2 | $1.13M | Buy |
8,633
+36
| +0.4% | +$4.77K | 0.02% | 309 |
|
|
2018
Q1 | $1.08M | Buy |
8,597
+13
| +0.2% | +$1.55K | 0.02% | 320 |
|
|
2017
Q4 | $900K | Sell |
8,584
-526
| -6% | -$61.3K | 0.02% | 362 |
|
|
2017
Q3 | $1.02M | Buy |
9,110
+82
| +0.9% | +$9.05K | 0.02% | 342 |
|
|
2017
Q2 | $910K | Buy |
9,028
+103
| +1% | +$10.2K | 0.02% | 367 |
|
|
2017
Q1 | $772K | Buy |
8,925
+294
| +3% | +$24.6K | 0.02% | 381 |
|
|
2016
Q4 | $639K | Buy |
8,631
+146
| +2% | +$10.8K | 0.02% | 411 |
|
|
2016
Q3 | $614K | Buy |
8,485
+1,438
| +20% | +$90.6K | 0.02% | 414 |
|
|
2016
Q2 | $382K | Buy |
7,047
+325
| +5% | +$18.8K | 0.01% | 505 |
|
|
2016
Q1 | $392K | Sell |
6,722
-8,153
| -55% | -$425K | 0.01% | 497 |
|
|
2015
Q4 | $906K | Sell |
14,875
-2,191
| -13% | -$127K | 0.02% | 335 |
|
|
2015
Q3 | $753K | Buy |
17,066
+470
| +3% | +$23.6K | 0.02% | 351 |
|
|
2015
Q2 | $831K | Sell |
16,596
-3,904
| -19% | -$223K | 0.02% | 341 |
|
|
2015
Q1 | $1.2M | Buy |
20,500
+126
| +0.6% | +$7.46K | 0.03% | 362 |
|
|
2014
Q4 | $1.22M | Buy |
20,374
+476
| +2% | +$27.5K | 0.03% | 361 |
|
|
2014
Q3 | $1.1M | Sell |
19,898
-2,006
| -9% | -$110K | 0.02% | 378 |
|
|
2014
Q2 | $1.24M | Buy |
21,904
+143
| +0.7% | +$7.25K | 0.03% | 360 |
|
|
2014
Q1 | $1.07M | Sell |
21,761
-30
| -0.1% | -$1.55K | 0.02% | 388 |
|
|
2013
Q4 | $1.1M | Buy |
21,791
+684
| +3% | +$30K | 0.02% | 373 |
|
|
2013
Q3 | $869K | Sell |
21,107
-511
| -2% | -$18.9K | 0.02% | 421 |
|
|
2013
Q2 | $734K | Buy |
+21,618
| New | +$805K | 0.02% | 471 |
|