Appleton 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 | $7.75M | Buy |
25,038
+196
| +0.8% | +$60.7K | 0.55% | 63 |
|
|
2025
Q1 | $6.5M | Buy |
24,842
+25
| +0.1% | +$6.55K | 0.5% | 66 |
|
|
2024
Q4 | $7.34M | Buy |
24,817
+479
| +2% | +$142K | 0.54% | 62 |
|
|
2024
Q3 | $6.71M | Sell |
24,338
-341
| -1% | -$93.9K | 0.49% | 66 |
|
|
2024
Q2 | $6.11M | Buy |
24,679
+183
| +0.7% | +$45.3K | 0.47% | 68 |
|
|
2024
Q1 | $6.38M | Buy |
24,496
+15,062
| +160% | +$3.92M | 0.5% | 65 |
|
|
2023
Q4 | $2.3M | Buy |
9,434
+765
| +9% | +$186K | 0.19% | 102 |
|
|
2023
Q3 | $1.79M | Buy |
8,669
+852
| +11% | +$176K | 0.16% | 108 |
|
|
2023
Q2 | $1.6M | Buy |
7,817
+2,714
| +53% | +$555K | 0.14% | 121 |
|
|
2023
Q1 | $1.06M | Buy |
5,103
+424
| +9% | +$88.2K | 0.09% | 147 |
|
|
2022
Q4 | $874K | Buy |
4,679
+607
| +15% | +$113K | 0.08% | 160 |
|
|
2022
Q3 | $761K | Sell |
4,072
-200
| -5% | -$37.4K | 0.08% | 162 |
|
|
2022
Q2 | $735K | Sell |
4,272
-485
| -10% | -$83.4K | 0.07% | 168 |
|
|
2022
Q1 | $1.02M | Sell |
4,757
-49
| -1% | -$10.5K | 0.08% | 159 |
|
|
2021
Q4 | $1.35M | Sell |
4,806
-29
| -0.6% | -$8.15K | 0.1% | 146 |
|
|
2021
Q3 | $1.38M | Buy |
4,835
+1,367
| +39% | +$390K | 0.11% | 140 |
|
|
2021
Q2 | $1.01M | Buy |
3,468
+804
| +30% | +$235K | 0.09% | 154 |
|
|
2021
Q1 | $738K | Buy |
2,664
+837
| +46% | +$232K | 0.07% | 168 |
|
|
2020
Q4 | $558K | Buy |
+1,827
| New | +$558K | 0.05% | 176 |
|