Pinnacle Wealth Planning Services, Inc. Autodesk, Inc. Transaction History

Pinnacle Wealth Planning Services, Inc.

$838 Million
Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Autodesk, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,394 shares of ADSK stock, worth $342,687. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,394

Previous 1,442 3.33%

Holding current value

$342,687

Previous $354,000 3.39%

% of portfolio

0.04%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	N/A	-48 Reduced 3.33%	1,394 $342,000
Q2 2025 Aug 11, 2025	BUY	N/A	264 Added 22.41%	1,442 $354,000
Q1 2025 May 15, 2025	BUY	N/A	78 Added 7.09%	1,178 $289,000
Q4 2024 Feb 06, 2025	SELL	N/A	-322 Reduced 22.64%	1,100 $270,000
Q3 2024 Nov 13, 2024	SELL	$245.83 - $245.83 $11,062 - $11,062	-45 Reduced 3.07%	1,422 $349,000

Q2 2024 Aug 09, 2024	SELL	$199.93 - $259.44 $10,796 - $14,009	-54 Reduced 3.55%	1,467 $363,000
Q1 2024 May 09, 2024	BUY	$227.19 - $266.68 $681 - $800	3 Added 0.2%	1,521 $396,000
Q4 2023 Feb 07, 2024	SELL	$195.15 - $245.11 $1,756 - $2,205	-9 Reduced 0.59%	1,518 $369,000
Q3 2023 Nov 07, 2023	SELL	$198.7 - $222.2 $993 - $1,111	-5 Reduced 0.33%	1,527 $315,000
Q2 2023 Aug 07, 2023	SELL	$189.9 - $221.43 $27,345 - $31,885	-144 Reduced 8.59%	1,532 $313,000
Q1 2023 May 03, 2023	BUY	$182.07 - $229.28 $5,644 - $7,107	31 Added 1.88%	1,676 $348,000
Q4 2022 Feb 13, 2023	BUY	$181.9 - $232.3 $5,638 - $7,201	31 Added 1.92%	1,645 $307,000
Q3 2022 Nov 09, 2022	BUY	$170.95 - $234.04 $14,701 - $20,127	86 Added 5.63%	1,614 $302,000
Q2 2022 Aug 03, 2022	BUY	$164.31 - $218.77 $48,142 - $64,099	293 Added 23.72%	1,528 $263,000
Q1 2022 Apr 20, 2022	SELL	$188.7 - $283.72 $9,057 - $13,618	-48 Reduced 3.74%	1,235 $265,000
Q4 2021 Jan 21, 2022	SELL	$249.68 - $333.64 $8,738 - $11,677	-35 Reduced 2.66%	1,283 $361,000
Q3 2021 Oct 29, 2021	BUY	$279.35 - $342.27 $15,084 - $18,482	54 Added 4.27%	1,318 $376,000
Q2 2021 Aug 02, 2021	BUY	$269.54 - $300.16 $6,468 - $7,203	24 Added 1.94%	1,264 $369,000
Q1 2021 Apr 29, 2021	SELL	$253.1 - $320.13 $8,352 - $10,564	-33 Reduced 2.59%	1,240 $344,000
Q4 2020 Feb 12, 2021	BUY	$225.56 - $305.34 $9,473 - $12,824	42 Added 3.41%	1,273 $389,000
Q3 2020 Nov 03, 2020	SELL	$220.96 - $261.35 $1,104 - $1,306	-5 Reduced 0.4%	1,231 $284,000
Q2 2020 Jul 27, 2020	BUY	$137.05 - $241.62 $169,393 - $298,642	1,236 New	1,236 $295,000
Q1 2020 May 11, 2020	SELL	$136.0 - $210.76 $152,320 - $236,051	-1,120 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$139.67 - $185.38 $156,430 - $207,625	1,120 New	1,120 $205,000

Others Institutions Holding ADSK

# of Institutions

1,625

Shares Held

187M

Call Options Held

1.88M

Put Options Held

2.32M

View Full List

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...

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Pinnacle Wealth Planning Services, Inc. Autodesk, Inc. Transaction History