Appleton Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.84M | Sell |
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|
2025
Q2 | $7.75M | Buy |
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|
2025
Q1 | $6.5M | Buy |
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|
2024
Q4 | $7.33M | Buy |
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|
2024
Q3 | $6.71M | Sell |
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|
2024
Q2 | $6.11M | Buy |
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|
2024
Q1 | $6.38M | Buy |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $874K | Buy |
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|
2022
Q3 | $761K | Sell |
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|
2022
Q2 | $735K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $558K | Buy |
|