Wealth Alliance’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,401
| Closed | -$365K | – | 512 |
|
|
2024
Q1 | $365K | Sell |
1,401
-81
| -5% | -$21.1K | 0.05% | 347 |
|
|
2023
Q4 | $361K | Sell |
1,482
-31
| -2% | -$7.55K | 0.05% | 327 |
|
|
2023
Q3 | $313K | Sell |
1,513
-51
| -3% | -$10.6K | 0.05% | 337 |
|
|
2023
Q2 | $320K | Sell |
1,564
-280
| -15% | -$57.3K | 0.05% | 356 |
|
|
2023
Q1 | $384K | Buy |
1,844
+596
| +48% | +$124K | 0.06% | 292 |
|
|
2022
Q4 | $233K | Sell |
1,248
-209
| -14% | -$39.1K | 0.04% | 427 |
|
|
2022
Q3 | $272K | Buy |
+1,457
| New | +$272K | 0.05% | 345 |
|
|
2022
Q2 | – | Sell |
-1,208
| Closed | -$259K | – | 441 |
|
|
2022
Q1 | $259K | Sell |
1,208
-300
| -20% | -$64.3K | 0.05% | 359 |
|
|
2021
Q4 | $424K | Sell |
1,508
-375
| -20% | -$105K | 0.09% | 257 |
|
|
2021
Q3 | $537K | Buy |
1,883
+783
| +71% | +$223K | 0.12% | 189 |
|
|
2021
Q2 | $321K | Sell |
1,100
-30
| -3% | -$8.76K | 0.08% | 304 |
|
|
2021
Q1 | $313K | Sell |
1,130
-127
| -10% | -$35.2K | 0.09% | 277 |
|
|
2020
Q4 | $384K | Buy |
1,257
+98
| +8% | +$29.9K | 0.11% | 221 |
|
|
2020
Q3 | $268K | Buy |
1,159
+25
| +2% | +$5.78K | 0.1% | 257 |
|
|
2020
Q2 | $271K | Buy |
+1,134
| New | +$271K | 0.11% | 236 |
|