Bogart Wealth LLC’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
126
+44
| +54% | +$13.6K | ﹤0.01% | 491 |
|
|
2025
Q1 | $21.5K | Buy |
82
+35
| +74% | +$9.16K | ﹤0.01% | 567 |
|
|
2024
Q4 | $13.9K | Buy |
47
+8
| +21% | +$2.37K | ﹤0.01% | 656 |
|
|
2024
Q3 | $10.7K | Hold |
39
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $9.65K | Hold |
39
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $10.2K | Hold |
39
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $9.5K | Hold |
39
| – | – | ﹤0.01% | 641 |
|
|
2023
Q3 | $8.07K | Hold |
39
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $7.98K | Sell |
39
-13
| -25% | -$2.66K | ﹤0.01% | 625 |
|
|
2023
Q1 | $10.8K | Buy |
52
+19
| +58% | +$3.96K | ﹤0.01% | 575 |
|
|
2022
Q4 | $6.17K | Hold |
33
| – | – | ﹤0.01% | 627 |
|
|
2022
Q3 | $6K | Hold |
33
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 606 |
|