Boston Financial Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $549K | Buy |
1,858
+460
| +33% | +$136K | 0.02% | 233 |
|
|
2024
Q3 | $385K | Hold |
1,398
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $346K | Sell |
1,398
-23
| -2% | -$5.69K | 0.01% | 271 |
|
|
2024
Q1 | $370K | Buy |
1,421
+103
| +8% | +$26.8K | 0.01% | 273 |
|
|
2023
Q4 | $321K | Hold |
1,318
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $273K | Buy |
1,318
+46
| +4% | +$9.52K | 0.01% | 276 |
|
|
2023
Q2 | $260K | Sell |
1,272
-724
| -36% | -$148K | 0.01% | 284 |
|
|
2023
Q1 | $415K | Sell |
1,996
-1,670
| -46% | -$348K | 0.02% | 244 |
|
|
2022
Q4 | $685K | Buy |
3,666
+50
| +1% | +$9.34K | 0.03% | 209 |
|
|
2022
Q3 | $675K | Sell |
3,616
-4
| -0.1% | -$747 | 0.03% | 199 |
|
|
2022
Q2 | $622K | Buy |
3,620
+28
| +0.8% | +$4.81K | 0.03% | 191 |
|
|
2022
Q1 | $770K | Buy |
3,592
+62
| +2% | +$13.3K | 0.03% | 181 |
|
|
2021
Q4 | $993K | Buy |
3,530
+53
| +2% | +$14.9K | 0.04% | 144 |
|
|
2021
Q3 | $992K | Hold |
3,477
| – | – | 0.04% | 139 |
|
|
2021
Q2 | $1.02M | Buy |
3,477
+2,753
| +380% | +$804K | 0.04% | 133 |
|
|
2021
Q1 | $201K | Hold |
724
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $221K | Buy |
+724
| New | +$221K | 0.01% | 225 |
|
|
2020
Q3 | – | Sell |
-873
| Closed | -$209K | – | 233 |
|
|
2020
Q2 | $209K | Sell |
873
-651
| -43% | -$156K | 0.01% | 225 |
|
|
2020
Q1 | $238K | Buy |
+1,524
| New | +$238K | 0.02% | 209 |
|