Wealthcare Advisory Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
1,862
+59
| +3% | +$18.3K | 0.01% | 608 |
|
|
2025
Q1 | $472K | Buy |
1,803
+1,026
| +132% | +$269K | 0.01% | 604 |
|
|
2024
Q4 | $230K | Sell |
777
-21
| -3% | -$6.21K | 0.01% | 806 |
|
|
2024
Q3 | $220K | Buy |
+798
| New | +$220K | 0.01% | 802 |
|
|
2024
Q2 | – | Sell |
-813
| Closed | -$212K | – | 822 |
|
|
2024
Q1 | $212K | Buy |
+813
| New | +$212K | 0.01% | 761 |
|
|
2023
Q2 | – | Sell |
-1,636
| Closed | -$341K | – | 720 |
|
|
2023
Q1 | $341K | Buy |
1,636
+5
| +0.3% | +$1.04K | 0.01% | 546 |
|
|
2022
Q4 | $305K | Buy |
1,631
+101
| +7% | +$18.9K | 0.01% | 532 |
|
|
2022
Q3 | $286K | Buy |
1,530
+200
| +15% | +$37.4K | 0.02% | 495 |
|
|
2022
Q2 | $229K | Buy |
1,330
+65
| +5% | +$11.2K | 0.01% | 492 |
|
|
2022
Q1 | $271K | Buy |
1,265
+93
| +8% | +$19.9K | 0.02% | 446 |
|
|
2021
Q4 | $330K | Sell |
1,172
-138
| -11% | -$38.9K | 0.02% | 420 |
|
|
2021
Q3 | $374K | Sell |
1,310
-185
| -12% | -$52.8K | 0.02% | 366 |
|
|
2021
Q2 | $436K | Buy |
1,495
+93
| +7% | +$27.1K | 0.03% | 343 |
|
|
2021
Q1 | $389K | Buy |
1,402
+215
| +18% | +$59.7K | 0.03% | 338 |
|
|
2020
Q4 | $362K | Buy |
1,187
+21
| +2% | +$6.4K | 0.03% | 293 |
|
|
2020
Q3 | $269K | Buy |
1,166
+19
| +2% | +$4.38K | 0.03% | 287 |
|
|
2020
Q2 | $274K | Buy |
1,147
+28
| +3% | +$6.69K | 0.03% | 256 |
|
|
2020
Q1 | $175K | Buy |
1,119
+911
| +438% | +$142K | 0.03% | 279 |
|
|
2019
Q4 | $38K | Hold |
208
| – | – | ﹤0.01% | 607 |
|
|
2019
Q3 | $31K | Hold |
208
| – | – | ﹤0.01% | 639 |
|
|
2019
Q2 | $34K | Sell |
208
-61
| -23% | -$9.97K | 0.01% | 590 |
|
|
2019
Q1 | $42K | Hold |
269
| – | – | 0.01% | 500 |
|
|
2018
Q4 | $35K | Hold |
269
| – | – | 0.01% | 503 |
|
|
2018
Q3 | $42K | Hold |
269
| – | – | 0.01% | 507 |
|
|
2018
Q2 | $35K | Buy |
269
+61
| +29% | +$7.94K | 0.01% | 540 |
|
|
2018
Q1 | $26K | Hold |
208
| – | – | 0.01% | 533 |
|
|
2017
Q4 | $22K | Buy |
208
+158
| +316% | +$16.7K | 0.01% | 513 |
|
|
2017
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 613 |
|