WSTAM
Wilbanks Smith & Thomas Asset Management’s Autodesk ADSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $12.9M | Buy |
49,535
+858
| +2% | +$223K | 0.36% | 71 |
|
2023
Q4 | $11.9M | Buy |
48,677
+735
| +2% | +$179K | 0.36% | 76 |
|
2023
Q3 | $9.92M | Buy |
47,942
+1,597
| +3% | +$330K | 0.34% | 73 |
|
2023
Q2 | $9.48M | Sell |
46,345
-2,371
| -5% | -$485K | 0.31% | 77 |
|
2023
Q1 | $10.1M | Buy |
48,716
+320
| +0.7% | +$66.6K | 0.35% | 71 |
|
2022
Q4 | $9.04M | Buy |
48,396
+2,043
| +4% | +$382K | 0.34% | 71 |
|
2022
Q3 | $8.66M | Buy |
46,353
+2,251
| +5% | +$420K | 0.37% | 69 |
|
2022
Q2 | $7.58M | Buy |
44,102
+22,127
| +101% | +$3.81M | 0.32% | 77 |
|
2022
Q1 | $4.25M | Buy |
+21,975
| New | +$4.25M | 0.17% | 101 |
|
2018
Q4 | – | Sell |
-474
| Closed | -$74K | – | 367 |
|
2018
Q3 | $74K | Buy |
+474
| New | +$74K | ﹤0.01% | 602 |
|