BWM
Biltmore Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,191
| Closed | -$596K | – | 49 |
|
|
2022
Q3 | $596K | Buy |
3,191
+538
| +20% | +$100K | 0.27% | 32 |
|
|
2022
Q2 | $456K | Sell |
2,653
-30
| -1% | -$5.16K | 0.2% | 38 |
|
|
2022
Q1 | $575K | Buy |
2,683
+24
| +0.9% | +$5.14K | 0.22% | 38 |
|
|
2021
Q4 | $748K | Sell |
2,659
-395
| -13% | -$111K | 0.28% | 34 |
|
|
2021
Q3 | $871K | Buy |
3,054
+208
| +7% | +$59.3K | 0.35% | 23 |
|
|
2021
Q2 | $831K | Buy |
2,846
+340
| +14% | +$99.3K | 0.34% | 25 |
|
|
2021
Q1 | $695K | Buy |
+2,506
| New | +$695K | 0.3% | 30 |
|