Aptus 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 | $565K | Buy |
1,824
+179
| +11% | +$55.4K | ﹤0.01% | 642 |
|
|
2025
Q1 | $431K | Buy |
1,645
+171
| +12% | +$44.8K | ﹤0.01% | 673 |
|
|
2024
Q4 | $436K | Buy |
1,474
+173
| +13% | +$51.1K | ﹤0.01% | 670 |
|
|
2024
Q3 | $358K | Buy |
1,301
+15
| +1% | +$4.13K | 0.01% | 620 |
|
|
2024
Q2 | $318K | Buy |
1,286
+22
| +2% | +$5.44K | 0.01% | 606 |
|
|
2024
Q1 | $329K | Buy |
1,264
+360
| +40% | +$93.8K | 0.01% | 602 |
|
|
2023
Q4 | $220K | Buy |
+904
| New | +$220K | 0.01% | 523 |
|
|
2019
Q3 | – | Sell |
-15,934
| Closed | -$2.6M | – | 426 |
|
|
2019
Q2 | $2.6M | Sell |
15,934
-1,316
| -8% | -$214K | 0.37% | 42 |
|
|
2019
Q1 | $2.69M | Buy |
+17,250
| New | +$2.69M | 0.46% | 39 |
|