Brown, Lisle/Cummings’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
862
| – | – | 0.07% | 190 |
|
|
2025
Q1 | $226K | Buy |
862
+12
| +1% | +$3.14K | 0.07% | 193 |
|
|
2024
Q4 | $251K | Hold |
850
| – | – | 0.08% | 188 |
|
|
2024
Q3 | $234K | Hold |
850
| – | – | 0.07% | 190 |
|
|
2024
Q2 | $210K | Hold |
850
| – | – | 0.07% | 195 |
|
|
2024
Q1 | $221K | Hold |
850
| – | – | 0.08% | 187 |
|
|
2023
Q4 | $207K | Hold |
850
| – | – | 0.08% | 192 |
|
|
2023
Q3 | $176K | Hold |
850
| – | – | 0.08% | 193 |
|
|
2023
Q2 | $174K | Hold |
850
| – | – | 0.08% | 190 |
|
|
2023
Q1 | $177K | Hold |
850
| – | – | 0.09% | 181 |
|
|
2022
Q4 | $159K | Hold |
850
| – | – | 0.09% | 178 |
|
|
2022
Q3 | $159K | Hold |
850
| – | – | 0.09% | 165 |
|
|
2022
Q2 | $146K | Hold |
850
| – | – | 0.08% | 181 |
|
|
2022
Q1 | $182K | Hold |
850
| – | – | 0.09% | 177 |
|
|
2021
Q4 | $239K | Buy |
+850
| New | +$239K | 0.12% | 154 |
|