Apriem 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 | $9.12M | Sell |
29,462
-7,245
| -20% | -$2.24M | 0.97% | 25 |
|
|
2025
Q1 | $9.61M | Sell |
36,707
-5,879
| -14% | -$1.54M | 1.13% | 24 |
|
|
2024
Q4 | $12.6M | Sell |
42,586
-2,773
| -6% | -$820K | 1.44% | 20 |
|
|
2024
Q3 | $12.5M | Sell |
45,359
-1,333
| -3% | -$367K | 1.46% | 23 |
|
|
2024
Q2 | $11.6M | Buy |
46,692
+4,171
| +10% | +$1.03M | 1.41% | 21 |
|
|
2024
Q1 | $11.1M | Sell |
42,521
-683
| -2% | -$178K | 1.39% | 23 |
|
|
2023
Q4 | $10.5M | Buy |
+43,204
| New | +$10.5M | 1.41% | 23 |
|
|
2017
Q2 | – | Sell |
-25
| Closed | -$2K | – | 147 |
|
|
2017
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 578 |
|
|
2016
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 610 |
|