Archford Capital Strategies’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,243
| Closed | -$1.1M | – | 259 |
|
|
2024
Q1 | $1.1M | Sell |
4,243
-51
| -1% | -$13.3K | 0.19% | 125 |
|
|
2023
Q4 | $1.05M | Buy |
4,294
+1,144
| +36% | +$279K | 0.19% | 125 |
|
|
2023
Q3 | $652K | Sell |
3,150
-148
| -4% | -$30.6K | 0.13% | 165 |
|
|
2023
Q2 | $694K | Sell |
3,298
-2
| -0.1% | -$421 | 0.13% | 162 |
|
|
2023
Q1 | $652K | Buy |
3,300
+1,018
| +45% | +$201K | 0.14% | 169 |
|
|
2022
Q4 | $426K | Buy |
+2,282
| New | +$426K | 0.1% | 213 |
|
|
2017
Q2 | – | Sell |
-115
| Closed | -$10K | – | 199 |
|
|
2017
Q1 | $10K | Buy |
+115
| New | +$10K | ﹤0.01% | 423 |
|
|
2016
Q4 | – | Sell |
-115
| Closed | -$8K | – | 613 |
|
|
2016
Q3 | $8K | Hold |
115
| – | – | ﹤0.01% | 378 |
|
|
2016
Q2 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 433 |
|
|
2014
Q4 | – | Sell |
-43
| Closed | -$2K | – | 719 |
|
|
2014
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 482 |
|
|
2014
Q2 | $2.42K | Sell |
43
-15
| -26% | -$846 | ﹤0.01% | 645 |
|
|
2014
Q1 | $2.85K | Buy |
+58
| New | +$2.85K | ﹤0.01% | 597 |
|