Annis Gardner Whiting Capital Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
3,241
+235
| +8% | +$72.7K | 0.35% | 62 |
|
|
2025
Q1 | $787K | Sell |
3,006
-83
| -3% | -$21.7K | 0.33% | 68 |
|
|
2024
Q4 | $913K | Sell |
3,089
-70
| -2% | -$20.7K | 0.26% | 75 |
|
|
2024
Q3 | $870K | Sell |
3,159
-85
| -3% | -$23.4K | 0.25% | 79 |
|
|
2024
Q2 | $803K | Sell |
3,244
-258
| -7% | -$63.8K | 0.23% | 87 |
|
|
2024
Q1 | $912K | Sell |
3,502
-145
| -4% | -$37.8K | 0.33% | 58 |
|
|
2023
Q4 | $888K | Sell |
3,647
-627
| -15% | -$153K | 0.39% | 44 |
|
|
2023
Q3 | $884K | Buy |
+4,274
| New | +$884K | 0.47% | 34 |
|