Abbot Financial Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
1,085
0.15% 116
2025
Q1
$284K Hold
1,085
0.15% 116
2024
Q4
$321K Hold
1,085
0.16% 112
2024
Q3
$299K Buy
1,085
+15
+1% +$4.13K 0.15% 114
2024
Q2
$265K Hold
1,070
0.14% 112
2024
Q1
$279K Hold
1,070
0.15% 109
2023
Q4
$261K Sell
1,070
-268
-20% -$65.3K 0.16% 106
2023
Q3
$277K Buy
1,338
+100
+8% +$20.7K 0.19% 103
2023
Q2
$253K Sell
1,238
-392
-24% -$80.2K 0.16% 103
2023
Q1
$339K Sell
1,630
-30
-2% -$6.25K 0.23% 90
2022
Q4
$310K Sell
1,660
-150
-8% -$28K 0.21% 93
2022
Q3
$338K Hold
1,810
0.24% 88
2022
Q2
$311K Hold
1,810
0.19% 99
2022
Q1
$388K Hold
1,810
0.19% 98
2021
Q4
$509K Buy
1,810
+440
+32% +$124K 0.23% 82
2021
Q3
$391K Buy
1,370
+100
+8% +$28.5K 0.18% 102
2021
Q2
$371K Hold
1,270
0.16% 100
2021
Q1
$352K Hold
1,270
0.16% 96
2020
Q4
$388K Sell
1,270
-40
-3% -$12.2K 0.22% 86
2020
Q3
$303K Hold
1,310
0.2% 91
2020
Q2
$313K Hold
1,310
0.22% 88
2020
Q1
$204K Buy
1,310
+25
+2% +$3.89K 0.17% 97
2019
Q4
$236K Buy
+1,285
New +$236K 0.15% 113