Beacon Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,130
+33
| +3% | +$10.2K | 0.04% | 271 |
|
|
2025
Q1 | $287K | Sell |
1,097
-74
| -6% | -$19.4K | 0.03% | 283 |
|
|
2024
Q4 | $346K | Sell |
1,171
-66
| -5% | -$19.5K | 0.04% | 263 |
|
|
2024
Q3 | $341K | Buy |
1,237
+41
| +3% | +$11.3K | 0.04% | 267 |
|
|
2024
Q2 | $296K | Sell |
1,196
-6
| -0.5% | -$1.49K | 0.03% | 266 |
|
|
2024
Q1 | $313K | Sell |
1,202
-46
| -4% | -$12K | 0.04% | 264 |
|
|
2023
Q4 | $304K | Buy |
1,248
+49
| +4% | +$11.9K | 0.04% | 258 |
|
|
2023
Q3 | $266K | Buy |
1,199
+14
| +1% | +$3.11K | 0.04% | 222 |
|
|
2023
Q2 | $244K | Sell |
1,185
-67
| -5% | -$13.8K | 0.03% | 219 |
|
|
2023
Q1 | $248K | Sell |
1,252
-222
| -15% | -$44K | 0.03% | 210 |
|
|
2022
Q4 | $275K | Buy |
+1,474
| New | +$275K | 0.04% | 214 |
|
|
2014
Q1 | – | Sell |
-7,686
| Closed | -$381K | – | 167 |
|
|
2013
Q4 | $381K | Buy |
7,686
+112
| +1% | +$5.55K | 0.07% | 146 |
|
|
2013
Q3 | $317K | Buy |
+7,574
| New | +$317K | 0.07% | 145 |
|