Wealthspire Advisors (New York)’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
1,719
+348
| +25% | +$108K | ﹤0.01% | 526 |
|
|
2025
Q1 | $359K | Sell |
1,371
-297
| -18% | -$77.8K | ﹤0.01% | 595 |
|
|
2024
Q4 | $493K | Sell |
1,668
-53
| -3% | -$15.7K | ﹤0.01% | 517 |
|
|
2024
Q3 | $474K | Buy |
1,721
+40
| +2% | +$11K | ﹤0.01% | 507 |
|
|
2024
Q2 | $416K | Buy |
1,681
+29
| +2% | +$7.18K | 0.01% | 465 |
|
|
2024
Q1 | $430K | Sell |
1,652
-151
| -8% | -$39.3K | 0.01% | 451 |
|
|
2023
Q4 | $439K | Buy |
1,803
+129
| +8% | +$31.4K | 0.01% | 434 |
|
|
2023
Q3 | $346K | Buy |
+1,674
| New | +$346K | 0.01% | 459 |
|
|
2022
Q1 | – | Sell |
-1,589
| Closed | -$447K | – | 433 |
|
|
2021
Q4 | $447K | Buy |
1,589
+517
| +48% | +$145K | 0.01% | 341 |
|
|
2021
Q3 | $306K | Buy |
+1,072
| New | +$306K | 0.01% | 459 |
|
|
2021
Q2 | – | Sell |
-11,173
| Closed | -$3.1M | – | 374 |
|
|
2021
Q1 | $3.1M | Sell |
11,173
-380
| -3% | -$105K | 0.07% | 125 |
|
|
2020
Q4 | $3.53M | Buy |
11,553
+2,010
| +21% | +$614K | 0.11% | 90 |
|
|
2020
Q3 | $2.21M | Buy |
9,543
+1,714
| +22% | +$396K | 0.13% | 77 |
|
|
2020
Q2 | $1.87M | Buy |
7,829
+2,873
| +58% | +$687K | 0.13% | 70 |
|
|
2020
Q1 | $774K | Buy |
4,956
+3,816
| +335% | +$596K | 0.03% | 232 |
|
|
2019
Q4 | $209K | Buy |
+1,140
| New | +$209K | 0.02% | 198 |
|
|
2019
Q1 | – | Sell |
-193
| Closed | -$25K | – | 60 |
|
|
2018
Q4 | $25K | Buy |
+193
| New | +$25K | ﹤0.01% | 292 |
|