A detailed history of Congress Wealth Management LLC transactions in Autodesk, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,039 shares of ADSK stock, worth $1.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,039
Previous 8,458 4.95%
Holding current value
$1.98 Million
Previous $2.09 Million 5.54%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$245.83 - $245.83 $103,002 - $103,002
-419 Reduced 4.95%
8,039 $1.98 Million
Q2 2024

Aug 13, 2024

SELL
$199.93 - $259.44 $692,557 - $898,700
-3,464 Reduced 29.06%
8,458 $2.09 Million
Q1 2024

Apr 18, 2024

BUY
$227.19 - $266.68 $82,015 - $96,271
361 Added 3.12%
11,922 $3.1 Million
Q4 2023

Feb 09, 2024

SELL
$195.15 - $245.11 $91,915 - $115,446
-471 Reduced 3.91%
11,561 $2.81 Million
Q3 2023

Oct 30, 2023

SELL
$198.7 - $222.2 $136,109 - $152,207
-685 Reduced 5.39%
12,032 $2.49 Million
Q2 2023

Jul 13, 2023

SELL
$189.9 - $221.43 $94,000 - $109,607
-495 Reduced 3.75%
12,717 $2.6 Million
Q1 2023

Apr 14, 2023

SELL
$182.07 - $229.28 $328,272 - $413,391
-1,803 Reduced 12.01%
13,212 $2.75 Million
Q4 2022

Feb 02, 2023

SELL
$181.9 - $232.3 $289,221 - $369,357
-1,590 Reduced 9.58%
15,015 $2.81 Million
Q3 2022

Nov 08, 2022

SELL
$170.95 - $234.04 $951,849 - $1.3 Million
-5,568 Reduced 25.11%
16,605 $3.1 Million
Q2 2022

Aug 11, 2022

SELL
$164.31 - $218.77 $682,050 - $908,114
-4,151 Reduced 15.77%
22,173 $3.81 Million
Q1 2022

May 16, 2022

BUY
$188.7 - $283.72 $19,058 - $28,655
101 Added 0.39%
26,324 $5.64 Million
Q4 2021

Feb 04, 2022

BUY
$249.68 - $333.64 $6.55 Million - $8.75 Million
26,223 New
26,223 $7.37 Million

Others Institutions Holding ADSK

About Autodesk, Inc.


  • Ticker ADSK
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 215,859,008
  • Market Cap $53.1B
  • Description
  • Autodesk, Inc. provides 3D design, engineering, and entertainment software and services worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects; BIM 360, a construction management cloud-based software; A...
More about ADSK
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