Brandywine Oak Private Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-977
| Closed | -$208K | – | 316 |
|
|
2022
Q1 | $208K | Sell |
977
-2
| -0.2% | -$426 | 0.02% | 328 |
|
|
2021
Q4 | $275K | Sell |
979
-215
| -18% | -$60.4K | 0.03% | 263 |
|
|
2021
Q3 | $340K | Sell |
1,194
-99
| -8% | -$28.2K | 0.04% | 230 |
|
|
2021
Q2 | $377K | Buy |
1,293
+312
| +32% | +$91K | 0.04% | 217 |
|
|
2021
Q1 | $271K | Sell |
981
-93
| -9% | -$25.7K | 0.04% | 227 |
|
|
2020
Q4 | $327K | Sell |
1,074
-68
| -6% | -$20.7K | 0.05% | 182 |
|
|
2020
Q3 | $263K | Buy |
+1,142
| New | +$263K | 0.04% | 202 |
|