BOK Financial Private Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86K | Hold |
6
| – | – | ﹤0.01% | 406 |
|
|
2025
Q1 | $1.57K | Sell |
6
-4
| -40% | -$1.05K | ﹤0.01% | 454 |
|
|
2024
Q4 | $2.96K | Buy |
10
+4
| +67% | +$1.18K | ﹤0.01% | 423 |
|
|
2024
Q3 | $1.65K | Buy |
+6
| New | +$1.65K | ﹤0.01% | 479 |
|
|
2022
Q2 | – | Sell |
-949
| Closed | -$203K | – | 371 |
|
|
2022
Q1 | $203K | Buy |
+949
| New | +$203K | 0.01% | 301 |
|
|
2021
Q4 | – | Sell |
-758
| Closed | -$216K | – | 306 |
|
|
2021
Q3 | $216K | Buy |
+758
| New | +$216K | 0.02% | 224 |
|