Beese Fulmer Investment Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $809K | Sell |
2,613
-49
| -2% | -$15.2K | 0.06% | 152 |
|
2025
Q1 | $697K | Sell |
2,662
-222
| -8% | -$58.1K | 0.06% | 136 |
|
2024
Q4 | $852K | Sell |
2,884
-455
| -14% | -$134K | 0.07% | 127 |
|
2024
Q3 | $920K | Sell |
3,339
-963
| -22% | -$265K | 0.08% | 123 |
|
2024
Q2 | $1.06M | Sell |
4,302
-2,267
| -35% | -$561K | 0.1% | 116 |
|
2024
Q1 | $1.71M | Sell |
6,569
-2,304
| -26% | -$600K | 0.16% | 93 |
|
2023
Q4 | $2.16M | Sell |
8,873
-312
| -3% | -$76K | 0.22% | 80 |
|
2023
Q3 | $1.9M | Sell |
9,185
-192
| -2% | -$39.7K | 0.21% | 85 |
|
2023
Q2 | $1.92M | Sell |
9,377
-134
| -1% | -$27.4K | 0.21% | 92 |
|
2023
Q1 | $1.98M | Buy |
9,511
+479
| +5% | +$99.7K | 0.23% | 88 |
|
2022
Q4 | $1.69M | Buy |
9,032
+532
| +6% | +$99.4K | 0.2% | 96 |
|
2022
Q3 | $1.59M | Buy |
8,500
+1,052
| +14% | +$197K | 0.21% | 93 |
|
2022
Q2 | $1.28M | Buy |
7,448
+1,331
| +22% | +$229K | 0.16% | 106 |
|
2022
Q1 | $1.31M | Sell |
6,117
-559
| -8% | -$120K | 0.14% | 111 |
|
2021
Q4 | $1.88M | Buy |
6,676
+625
| +10% | +$176K | 0.2% | 95 |
|
2021
Q3 | $1.73M | Buy |
6,051
+444
| +8% | +$127K | 0.19% | 98 |
|
2021
Q2 | $1.64M | Buy |
5,607
+691
| +14% | +$202K | 0.19% | 101 |
|
2021
Q1 | $1.36M | Buy |
4,916
+1,949
| +66% | +$540K | 0.16% | 107 |
|
2020
Q4 | $906K | Buy |
2,967
+803
| +37% | +$245K | 0.12% | 119 |
|
2020
Q3 | $500K | Buy |
2,164
+721
| +50% | +$167K | 0.07% | 133 |
|
2020
Q2 | $345K | Buy |
+1,443
| New | +$345K | 0.05% | 144 |
|