YorkBridge Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.26M | Sell |
17,429
-1,757
| -9% | -$328K | 0.83% | 29 |
|
|
2022
Q3 | $3.58M | Buy |
19,186
+189
| +1% | +$35.3K | 0.92% | 25 |
|
|
2022
Q2 | $3.27M | Buy |
18,997
+445
| +2% | +$76.5K | 0.85% | 25 |
|
|
2022
Q1 | $3.98M | Buy |
18,552
+3,457
| +23% | +$741K | 0.87% | 27 |
|
|
2021
Q4 | $4.25M | Buy |
15,095
+690
| +5% | +$194K | 0.95% | 26 |
|
|
2021
Q3 | $4.11M | Buy |
14,405
+2,163
| +18% | +$617K | 1.03% | 24 |
|
|
2021
Q2 | $3.57M | Buy |
12,242
+63
| +0.5% | +$18.4K | 0.93% | 27 |
|
|
2021
Q1 | $3.38M | Sell |
12,179
-1,433
| -11% | -$397K | 1% | 28 |
|
|
2020
Q4 | $4.16M | Buy |
13,612
+658
| +5% | +$201K | 1.39% | 17 |
|
|
2020
Q3 | $2.99M | Buy |
12,954
+1,934
| +18% | +$447K | 1.26% | 22 |
|
|
2020
Q2 | $2.64M | Buy |
11,020
+5,194
| +89% | +$1.24M | 1.21% | 20 |
|
|
2020
Q1 | $909K | Buy |
+5,826
| New | +$909K | 0.56% | 55 |
|
|
2019
Q3 | – | Sell |
-557
| Closed | -$91K | – | 179 |
|
|
2019
Q2 | $91K | Sell |
557
-58
| -9% | -$9.48K | 0.04% | 301 |
|
|
2019
Q1 | $96K | Sell |
615
-8
| -1% | -$1.25K | 0.04% | 279 |
|
|
2018
Q4 | $80K | Sell |
623
-7
| -1% | -$899 | 0.04% | 278 |
|
|
2018
Q3 | $98K | Sell |
630
-84
| -12% | -$13.1K | 0.04% | 286 |
|
|
2018
Q2 | $94K | Hold |
714
| – | – | 0.04% | 299 |
|
|
2018
Q1 | $94K | Sell |
714
-28
| -4% | -$3.69K | 0.04% | 301 |
|
|
2017
Q4 | $81K | Sell |
742
-596
| -45% | -$65.1K | 0.04% | 317 |
|
|
2017
Q3 | $150K | Sell |
1,338
-120
| -8% | -$13.5K | 0.08% | 209 |
|
|
2017
Q2 | $145K | Sell |
1,458
-50
| -3% | -$4.97K | 0.08% | 205 |
|
|
2017
Q1 | $141K | Sell |
1,508
-381
| -20% | -$35.6K | 0.07% | 199 |
|
|
2016
Q4 | $143K | Buy |
+1,889
| New | +$143K | 0.08% | 189 |
|