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