A detailed history of Summit Financial, LLC transactions in Autodesk, Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 1,429 shares of ADSK stock, worth $351,291. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,429
Previous 1,678 14.84%
Holding current value
$351,291
Previous $412,000 14.81%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
N/A
-249 Reduced 14.84%
1,429 $351,000
Q2 2025

Aug 13, 2025

BUY
N/A
130 Added 8.4%
1,678 $412,000
Q1 2025

May 14, 2025

SELL
N/A
-984 Reduced 38.86%
1,548 $380,000
Q4 2024

Feb 12, 2025

BUY
N/A
399 Added 18.71%
2,532 $622,000
Q3 2024

Nov 12, 2024

BUY
$245.83 - $245.83 $225,671 - $225,671
918 Added 75.56%
2,133 $524,000
Q2 2024

Jul 31, 2024

BUY
$199.93 - $259.44 $242,914 - $315,219
1,215 New
1,215 $300,000
Q4 2023

Feb 05, 2024

BUY
$195.15 - $245.11 $163,340 - $205,157
837 New
837 $203,000
Q3 2022

Nov 15, 2022

BUY
$170.95 - $234.04 $273,690 - $374,698
1,601 New
1,601 $299 Million
Q2 2022

Aug 12, 2022

SELL
$164.31 - $218.77 $186,491 - $248,303
-1,135 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$188.7 - $283.72 $214,174 - $322,022
1,135 New
1,135 $243,000

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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.