Beck Capital Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,721
| Closed | -$761K | – | 105 |
|
|
2023
Q2 | $761K | Sell |
3,721
-360
| -9% | -$73.7K | 0.3% | 84 |
|
|
2023
Q1 | $849K | Sell |
4,081
-4,733
| -54% | -$985K | 0.36% | 91 |
|
|
2022
Q4 | $1.65M | Sell |
8,814
-1,068
| -11% | -$200K | 0.69% | 64 |
|
|
2022
Q3 | $1.85M | Sell |
9,882
-78
| -0.8% | -$14.6K | 0.79% | 49 |
|
|
2022
Q2 | $1.71M | Sell |
9,960
-524
| -5% | -$90.1K | 0.77% | 55 |
|
|
2022
Q1 | $2.25M | Sell |
10,484
-5,563
| -35% | -$1.19M | 0.69% | 57 |
|
|
2021
Q4 | $4.51M | Sell |
16,047
-321
| -2% | -$90.3K | 1.39% | 13 |
|
|
2021
Q3 | $4.67M | Sell |
16,368
-89
| -0.5% | -$25.4K | 1.57% | 11 |
|
|
2021
Q2 | $4.8M | Buy |
16,457
+20
| +0.1% | +$5.84K | 1.62% | 10 |
|
|
2021
Q1 | $4.56M | Sell |
16,437
-180
| -1% | -$49.9K | 1.72% | 17 |
|
|
2020
Q4 | $5.07M | Sell |
16,617
-675
| -4% | -$206K | 2.11% | 12 |
|
|
2020
Q3 | $4M | Sell |
17,292
-732
| -4% | -$169K | 2.26% | 10 |
|
|
2020
Q2 | $4.31M | Buy |
+18,024
| New | +$4.31M | 2.18% | 13 |
|
|
2020
Q1 | – | Sell |
-24,104
| Closed | -$4.42M | – | 64 |
|
|
2019
Q4 | $4.42M | Buy |
24,104
+2,684
| +13% | +$492K | 2.17% | 12 |
|
|
2019
Q3 | $3.16M | Buy |
21,420
+2,930
| +16% | +$433K | 1.72% | 23 |
|
|
2019
Q2 | $3.01M | Sell |
18,490
-968
| -5% | -$158K | 1.59% | 29 |
|
|
2019
Q1 | $3.03M | Buy |
+19,458
| New | +$3.03M | 1.45% | 33 |
|
|
2018
Q4 | – | Sell |
-1,290
| Closed | -$201K | – | 63 |
|
|
2018
Q3 | $201K | Buy |
+1,290
| New | +$201K | 0.09% | 98 |
|