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 |
|