Bell Investment Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Buy |
112
+5
| +5% | +$1.55K | 0.01% | 300 |
|
|
2025
Q1 | $28K | Buy |
107
+2
| +2% | +$524 | 0.01% | 311 |
|
|
2024
Q4 | $31K | Buy |
105
+2
| +2% | +$591 | 0.01% | 288 |
|
|
2024
Q3 | $28.4K | Buy |
103
+2
| +2% | +$551 | 0.01% | 325 |
|
|
2024
Q2 | $25K | Buy |
101
+27
| +36% | +$6.68K | ﹤0.01% | 347 |
|
|
2024
Q1 | $19.3K | Buy |
74
+7
| +10% | +$1.82K | ﹤0.01% | 387 |
|
|
2023
Q4 | $16.3K | Buy |
67
+12
| +22% | +$2.92K | ﹤0.01% | 404 |
|
|
2023
Q3 | $11.4K | Sell |
55
-3
| -5% | -$621 | ﹤0.01% | 461 |
|
|
2023
Q2 | $11.9K | Sell |
58
-24
| -29% | -$4.91K | ﹤0.01% | 454 |
|
|
2023
Q1 | $17.1K | Buy |
82
+22
| +37% | +$4.58K | ﹤0.01% | 338 |
|
|
2022
Q4 | $11.2K | Sell |
60
-13
| -18% | -$2.43K | ﹤0.01% | 452 |
|
|
2022
Q3 | $14K | Sell |
73
-91
| -55% | -$17.5K | ﹤0.01% | 320 |
|
|
2022
Q2 | $28K | Buy |
+164
| New | +$28K | 0.01% | 207 |
|
|
2021
Q4 | $20K | Buy |
72
+38
| +112% | +$10.6K | 0.01% | 309 |
|
|
2021
Q3 | $10K | Buy |
+34
| New | +$10K | ﹤0.01% | 440 |
|