A detailed history of Ep Wealth Advisors, LLC transactions in Autodesk, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,887 shares of ADSK stock, worth $709,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,887
Previous 2,353 22.69%
Holding current value
$709,711
Previous $582,000 21.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$245.83 - $245.83 $131,273 - $131,273
534 Added 22.69%
2,887 $709,000
Q2 2024

Aug 19, 2024

BUY
$199.93 - $259.44 $315,089 - $408,877
1,576 Added 202.83%
2,353 $582,000
Q1 2024

May 14, 2024

BUY
$227.19 - $266.68 $176,526 - $207,210
777 New
777 $202,000
Q3 2023

Nov 22, 2023

SELL
$198.7 - $222.2 $2.66 Million - $2.98 Million
-13,400 Reduced 92.75%
1,048 $216,000
Q2 2023

Aug 14, 2023

BUY
$189.9 - $221.43 $2.55 Million - $2.97 Million
13,424 Added 1310.94%
14,448 $2.96 Million
Q1 2023

Jun 05, 2023

BUY
$182.07 - $229.28 $186,439 - $234,782
1,024 New
1,024 $213,000
Q4 2022

Jun 12, 2023

BUY
$181.9 - $232.3 $36,198 - $46,227
199 Added 19.43%
1,223 $228,000
Q2 2022

Aug 11, 2022

BUY
$164.31 - $218.77 $393,193 - $523,516
2,393 Added 125.88%
4,294 $738,000
Q1 2022

May 20, 2022

BUY
$188.7 - $283.72 $100,954 - $151,790
535 Added 39.17%
1,901 $407,000
Q4 2021

Feb 17, 2022

SELL
$249.68 - $333.64 $7,989 - $10,676
-32 Reduced 2.29%
1,366 $384,000
Q3 2021

Nov 23, 2021

SELL
$279.35 - $342.27 $2,793 - $3,422
-10 Reduced 0.71%
1,398 $399,000
Q2 2021

Aug 24, 2021

BUY
$269.54 - $300.16 $19,406 - $21,611
72 Added 5.39%
1,408 $411,000
Q1 2021

May 17, 2021

BUY
$253.1 - $320.13 $44,292 - $56,022
175 Added 15.07%
1,336 $370,000
Q4 2020

Feb 18, 2021

BUY
$225.56 - $305.34 $2,481 - $3,358
11 Added 0.96%
1,161 $354,000
Q3 2020

Nov 17, 2020

BUY
$220.96 - $261.35 $254,104 - $300,552
1,150 New
1,150 $266,000
Q1 2020

May 18, 2020

SELL
$136.0 - $210.76 $205,360 - $318,247
-1,510 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$139.67 - $185.38 $419 - $556
-3 Reduced 0.2%
1,510 $277,000
Q3 2019

Nov 18, 2019

BUY
$140.08 - $174.19 $211,941 - $263,549
1,513 New
1,513 $223,000
Q2 2019

Aug 27, 2019

SELL
$154.82 - $178.21 $362,743 - $417,546
-2,343 Closed
0 $0
Q1 2019

May 20, 2019

BUY
$121.85 - $164.28 $285,494 - $384,908
2,343 New
2,343 $365,000

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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