Badgley Phelps Wealth Managers’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,032
| Closed | -$215K | – | 234 |
|
|
2023
Q1 | $215K | Buy |
+1,032
| New | +$215K | 0.01% | 196 |
|
|
2022
Q4 | – | Sell |
-1,495
| Closed | -$279K | – | 213 |
|
|
2022
Q3 | $279K | Buy |
+1,495
| New | +$279K | 0.01% | 168 |
|
|
2022
Q2 | – | Sell |
-1,269
| Closed | -$272K | – | 203 |
|
|
2022
Q1 | $272K | Sell |
1,269
-196
| -13% | -$42K | 0.01% | 181 |
|
|
2021
Q4 | $412K | Sell |
1,465
-33,408
| -96% | -$9.4M | 0.01% | 168 |
|
|
2021
Q3 | $9.95M | Buy |
+34,873
| New | +$9.95M | 0.36% | 93 |
|