Brewin Dolphin Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.71M | Buy |
15,737
+843
| +6% | +$145K | 0.3% | 43 |
|
|
2022
Q1 | $3.19M | Buy |
14,894
+8,880
| +148% | +$1.9M | 0.36% | 47 |
|
|
2021
Q4 | $1.69M | Buy |
6,014
+5,924
| +6,582% | +$1.67M | 0.18% | 61 |
|
|
2021
Q3 | $25.7K | Hold |
90
| – | – | ﹤0.01% | 246 |
|
|
2021
Q2 | $26.3K | Hold |
90
| – | – | ﹤0.01% | 246 |
|
|
2021
Q1 | $24.9K | Hold |
90
| – | – | ﹤0.01% | 239 |
|
|
2020
Q4 | $27.5K | Buy |
+90
| New | +$27.5K | ﹤0.01% | 208 |
|