Belpointe Asset 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 | $1.23M | Buy |
3,963
+242
| +7% | +$74.9K | 0.05% | 298 |
|
2025
Q1 | $974K | Buy |
+3,721
| New | +$974K | 0.05% | 340 |
|
2024
Q4 | – | Sell |
-1,294
| Closed | -$356K | – | 850 |
|
2024
Q3 | $356K | Buy |
+1,294
| New | +$356K | 0.02% | 606 |
|
2023
Q2 | – | Sell |
-759
| Closed | -$158K | – | 652 |
|
2023
Q1 | $158K | Sell |
759
-3
| -0.4% | -$624 | 0.01% | 1052 |
|
2022
Q4 | $142K | Buy |
762
+45
| +6% | +$8.4K | 0.01% | 1050 |
|
2022
Q3 | $134K | Buy |
717
+108
| +18% | +$20.2K | 0.01% | 1012 |
|
2022
Q2 | $106K | Sell |
609
-734
| -55% | -$128K | 0.01% | 1090 |
|
2022
Q1 | $288K | Sell |
1,343
-506
| -27% | -$109K | 0.02% | 741 |
|
2021
Q4 | $520K | Buy |
1,849
+363
| +24% | +$102K | 0.03% | 504 |
|
2021
Q3 | $424K | Buy |
1,486
+454
| +44% | +$130K | 0.03% | 560 |
|
2021
Q2 | $301K | Buy |
1,032
+294
| +40% | +$85.8K | 0.02% | 661 |
|
2021
Q1 | $205K | Sell |
738
-24
| -3% | -$6.67K | 0.02% | 742 |
|
2020
Q4 | $233K | Hold |
762
| – | – | 0.02% | 651 |
|
2020
Q3 | $176K | Sell |
762
-21
| -3% | -$4.85K | 0.02% | 588 |
|
2020
Q2 | $187K | Buy |
783
+54
| +7% | +$12.9K | 0.02% | 544 |
|
2020
Q1 | $114K | Sell |
729
-16
| -2% | -$2.5K | 0.02% | 574 |
|
2019
Q4 | $137K | Hold |
745
| – | – | 0.02% | 664 |
|
2019
Q3 | $110K | Sell |
745
-3
| -0.4% | -$443 | 0.02% | 639 |
|
2019
Q2 | $122K | Sell |
748
-207
| -22% | -$33.8K | 0.02% | 535 |
|
2019
Q1 | $149K | Buy |
+955
| New | +$149K | 0.03% | 356 |
|
2018
Q4 | – | Sell |
-847
| Closed | -$132K | – | 496 |
|
2018
Q3 | $132K | Buy |
+847
| New | +$132K | 0.02% | 562 |
|