Boyce & Associates Wealth Consulting’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
1,338
| – | – | 0.38% | 47 |
|
|
2025
Q1 | $350K | Sell |
1,338
-40
| -3% | -$10.5K | 0.35% | 48 |
|
|
2024
Q4 | $407K | Hold |
1,378
| – | – | 0.41% | 50 |
|
|
2024
Q3 | $380K | Hold |
1,378
| – | – | 0.39% | 44 |
|
|
2024
Q2 | $341K | Hold |
1,378
| – | – | 0.4% | 46 |
|
|
2024
Q1 | $359K | Hold |
1,378
| – | – | 0.46% | 39 |
|
|
2023
Q4 | $336K | Hold |
1,378
| – | – | 0.49% | 38 |
|
|
2023
Q3 | $285K | Sell |
1,378
-10
| -0.7% | -$2.07K | 0.47% | 38 |
|
|
2023
Q2 | $284K | Hold |
1,388
| – | – | 0.47% | 36 |
|
|
2023
Q1 | $274K | Hold |
1,388
| – | – | 0.49% | 39 |
|
|
2022
Q4 | $259K | Hold |
1,388
| – | – | 0.5% | 36 |
|
|
2022
Q3 | $259K | Hold |
1,388
| – | – | 0.53% | 35 |
|
|
2022
Q2 | $239K | Hold |
1,388
| – | – | 0.43% | 39 |
|
|
2022
Q1 | $298K | Buy |
+1,388
| New | +$298K | 0.45% | 41 |
|