Alpha Omega Wealth 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 | $270K | Buy |
871
+4
| +0.5% | +$1.24K | 0.05% | 183 |
|
|
2025
Q1 | $227K | Buy |
867
+21
| +2% | +$5.5K | 0.04% | 190 |
|
|
2024
Q4 | $250K | Sell |
846
-56
| -6% | -$16.6K | 0.05% | 184 |
|
|
2024
Q3 | $248K | Sell |
902
-10
| -1% | -$2.76K | 0.05% | 187 |
|
|
2024
Q2 | $226K | Buy |
912
+14
| +2% | +$3.46K | 0.04% | 193 |
|
|
2024
Q1 | $234K | Buy |
898
+3
| +0.3% | +$781 | 0.04% | 193 |
|
|
2023
Q4 | $218K | Buy |
+895
| New | +$218K | 0.04% | 196 |
|
|
2021
Q3 | – | Sell |
-1,022
| Closed | -$298K | – | 222 |
|
|
2021
Q2 | $298K | Hold |
1,022
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $283K | Sell |
1,022
-551
| -35% | -$153K | 0.05% | 186 |
|
|
2020
Q4 | $480K | Sell |
1,573
-22
| -1% | -$6.71K | 0.08% | 143 |
|
|
2020
Q3 | $368K | Hold |
1,595
| – | – | 0.05% | 147 |
|
|
2020
Q2 | $382K | Hold |
1,595
| – | – | 0.06% | 142 |
|
|
2020
Q1 | $249K | Hold |
1,595
| – | – | 0.05% | 165 |
|
|
2019
Q4 | $293K | Hold |
1,595
| – | – | 0.05% | 173 |
|
|
2019
Q3 | $244K | Buy |
1,595
+1,573
| +7,150% | +$241K | 0.04% | 193 |
|
|
2019
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 510 |
|