WealthPLAN Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,232
| Closed | -$1.29M | – | 320 |
|
|
2023
Q3 | $1.29M | Buy |
6,232
+3,189
| +105% | +$660K | 0.15% | 134 |
|
|
2023
Q2 | $623K | Sell |
3,043
-1,685
| -36% | -$345K | 0.09% | 168 |
|
|
2023
Q1 | $984K | Sell |
4,728
-3,618
| -43% | -$753K | 0.11% | 150 |
|
|
2022
Q4 | $1.9M | Buy |
+8,346
| New | +$1.9M | 0.13% | 125 |
|
|
2022
Q1 | $1.84M | Buy |
9,698
+1,668
| +21% | +$316K | 0.13% | 123 |
|
|
2021
Q4 | $2.01M | Buy |
8,030
+842
| +12% | +$210K | 0.13% | 119 |
|
|
2021
Q3 | $1.99M | Buy |
7,188
+319
| +5% | +$88.3K | 0.13% | 121 |
|
|
2021
Q2 | $2.26M | Buy |
6,869
+1,030
| +18% | +$338K | 0.16% | 103 |
|
|
2021
Q1 | $1.63M | Buy |
5,839
+1,232
| +27% | +$345K | 0.13% | 114 |
|
|
2020
Q4 | $1.38M | Buy |
4,607
+3,275
| +246% | +$984K | 0.12% | 115 |
|
|
2020
Q3 | $327K | Buy |
+1,332
| New | +$327K | 0.03% | 239 |
|