Accretive Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,450
+45
| +1% | +$13.9K | 0.45% | 70 |
|
|
2025
Q1 | $1.23M | Buy |
4,405
+395
| +10% | +$110K | 0.43% | 73 |
|
|
2024
Q4 | $1.19M | Sell |
4,010
-29
| -0.7% | -$8.57K | 0.5% | 67 |
|
|
2024
Q3 | $1.11M | Buy |
4,039
+2
| +0% | +$551 | 0.47% | 75 |
|
|
2024
Q2 | $999K | Buy |
4,037
+14
| +0.3% | +$3.46K | 0.42% | 78 |
|
|
2024
Q1 | $866K | Sell |
4,023
-45
| -1% | -$9.68K | 0.38% | 84 |
|
|
2023
Q4 | $990K | Buy |
4,068
+15
| +0.4% | +$3.65K | 0.48% | 76 |
|
|
2023
Q3 | $839K | Buy |
4,053
+48
| +1% | +$9.93K | 0.5% | 63 |
|
|
2023
Q2 | $819K | Buy |
4,005
+198
| +5% | +$40.5K | 0.49% | 70 |
|
|
2023
Q1 | $792K | Buy |
3,807
+44
| +1% | +$9.16K | 0.51% | 64 |
|
|
2022
Q4 | $703K | Buy |
3,763
+76
| +2% | +$14.2K | 0.48% | 67 |
|
|
2022
Q3 | $689K | Sell |
3,687
-5
| -0.1% | -$934 | 0.52% | 60 |
|
|
2022
Q2 | $635K | Sell |
3,692
-118
| -3% | -$20.3K | 0.46% | 73 |
|
|
2022
Q1 | $817K | Buy |
+3,810
| New | +$817K | 0.51% | 71 |
|