Wealthspire Advisors (Maryland)’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.24M | Buy |
9,673
+7,360
| +318% | +$1.7M | 0.08% | 118 |
|
|
2020
Q2 | $553K | Buy |
2,313
+1,003
| +77% | +$240K | 0.04% | 237 |
|
|
2020
Q1 | $204K | Buy |
+1,310
| New | +$204K | 0.02% | 386 |
|
|
2019
Q2 | – | Sell |
-989
| Closed | -$154K | – | 482 |
|
|
2019
Q1 | $154K | Buy |
989
+7
| +0.7% | +$1.09K | 0.01% | 502 |
|
|
2018
Q4 | $126K | Buy |
982
+54
| +6% | +$6.93K | 0.01% | 533 |
|
|
2018
Q3 | $145K | Sell |
928
-403
| -30% | -$63K | 0.01% | 547 |
|
|
2018
Q2 | $174K | Buy |
1,331
+489
| +58% | +$63.9K | 0.02% | 502 |
|
|
2018
Q1 | $106K | Sell |
842
-130
| -13% | -$16.4K | 0.01% | 688 |
|
|
2017
Q4 | $102K | Buy |
972
+304
| +46% | +$31.9K | 0.01% | 707 |
|
|
2017
Q3 | $75K | Buy |
668
+126
| +23% | +$14.1K | 0.01% | 817 |
|
|
2017
Q2 | $55K | Buy |
542
+253
| +88% | +$25.7K | 0.01% | 915 |
|
|
2017
Q1 | $25K | Buy |
289
+43
| +17% | +$3.72K | ﹤0.01% | 1007 |
|
|
2016
Q4 | $18K | Buy |
246
+23
| +10% | +$1.68K | ﹤0.01% | 1044 |
|
|
2016
Q3 | $16K | Buy |
223
+14
| +7% | +$1K | ﹤0.01% | 1117 |
|
|
2016
Q2 | $11K | Buy |
209
+9
| +5% | +$474 | ﹤0.01% | 1177 |
|
|
2016
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 1136 |
|
|
2015
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1134 |
|