Burney Company’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
88,777
+36,903
| +71% | +$11.4M | 0.93% | 19 |
|
|
2025
Q1 | $13.6M | Buy |
51,874
+9,958
| +24% | +$2.61M | 0.49% | 52 |
|
|
2024
Q4 | $12.4M | Sell |
41,916
-305
| -0.7% | -$90.1K | 0.44% | 59 |
|
|
2024
Q3 | $11.6M | Buy |
42,221
+15,471
| +58% | +$4.26M | 0.41% | 69 |
|
|
2024
Q2 | $6.62M | Sell |
26,750
-2,977
| -10% | -$737K | 0.25% | 97 |
|
|
2024
Q1 | $7.74M | Buy |
29,727
+719
| +2% | +$187K | 0.3% | 87 |
|
|
2023
Q4 | $7.06M | Buy |
29,008
+18
| +0.1% | +$4.38K | 0.3% | 89 |
|
|
2023
Q3 | $6M | Sell |
28,990
-14,689
| -34% | -$3.04M | 0.28% | 91 |
|
|
2023
Q2 | $8.94M | Buy |
43,679
+3,267
| +8% | +$668K | 0.41% | 62 |
|
|
2023
Q1 | $8.41M | Sell |
40,412
-7,625
| -16% | -$1.59M | 0.41% | 61 |
|
|
2022
Q4 | $8.98M | Buy |
48,037
+20,575
| +75% | +$3.84M | 0.45% | 53 |
|
|
2022
Q3 | $5.13M | Buy |
27,462
+11,030
| +67% | +$2.06M | 0.28% | 105 |
|
|
2022
Q2 | $2.83M | Sell |
16,432
-8
| -0% | -$1.38K | 0.15% | 165 |
|
|
2022
Q1 | $3.52M | Hold |
16,440
| – | – | 0.16% | 160 |
|
|
2021
Q4 | $4.62M | Sell |
16,440
-295
| -2% | -$83K | 0.2% | 142 |
|
|
2021
Q3 | $4.77M | Buy |
16,735
+191
| +1% | +$54.5K | 0.22% | 132 |
|
|
2021
Q2 | $4.83M | Sell |
16,544
-297
| -2% | -$86.7K | 0.22% | 131 |
|
|
2021
Q1 | $4.67M | Sell |
16,841
-407
| -2% | -$113K | 0.23% | 129 |
|
|
2020
Q4 | $5.27M | Sell |
17,248
-226
| -1% | -$69K | 0.29% | 107 |
|
|
2020
Q3 | $4.04M | Sell |
17,474
-373
| -2% | -$86.2K | 0.25% | 124 |
|
|
2020
Q2 | $4.27M | Sell |
17,847
-75
| -0.4% | -$17.9K | 0.28% | 109 |
|
|
2020
Q1 | $2.8M | Sell |
17,922
-1,015
| -5% | -$158K | 0.22% | 129 |
|
|
2019
Q4 | $3.47M | Sell |
18,937
-265
| -1% | -$48.6K | 0.19% | 141 |
|
|
2019
Q3 | $2.84M | Hold |
19,202
| – | – | 0.17% | 150 |
|
|
2019
Q2 | $3.13M | Sell |
19,202
-325
| -2% | -$52.9K | 0.19% | 154 |
|
|
2019
Q1 | $3.04M | Hold |
19,527
| – | – | 0.19% | 161 |
|
|
2018
Q4 | $2.51M | Sell |
19,527
-120
| -0.6% | -$15.4K | 0.18% | 156 |
|
|
2018
Q3 | $3.07M | Sell |
19,647
-60
| -0.3% | -$9.37K | 0.18% | 157 |
|
|
2018
Q2 | $2.58M | Sell |
19,707
-65
| -0.3% | -$8.52K | 0.15% | 173 |
|
|
2018
Q1 | $2.48M | Sell |
19,772
-630
| -3% | -$79.1K | 0.15% | 172 |
|
|
2017
Q4 | $2.14M | Sell |
20,402
-400
| -2% | -$41.9K | 0.12% | 180 |
|
|
2017
Q3 | $2.32M | Sell |
20,802
-1,444
| -6% | -$161K | 0.15% | 162 |
|
|
2017
Q2 | $2.26M | Sell |
22,246
-644
| -3% | -$65.3K | 0.15% | 158 |
|
|
2017
Q1 | $1.98M | Sell |
22,890
-2,257
| -9% | -$195K | 0.13% | 167 |
|
|
2016
Q4 | $1.86M | Sell |
25,147
-200
| -0.8% | -$14.8K | 0.13% | 164 |
|
|
2016
Q3 | $1.84M | Sell |
25,347
-1,377
| -5% | -$100K | 0.13% | 160 |
|
|
2016
Q2 | $1.45M | Sell |
26,724
-2,720
| -9% | -$147K | 0.1% | 175 |
|
|
2016
Q1 | $1.72M | Sell |
29,444
-1,647
| -5% | -$96K | 0.13% | 167 |
|
|
2015
Q4 | $1.92M | Sell |
31,091
-175
| -0.6% | -$10.8K | 0.14% | 150 |
|
|
2015
Q3 | $1.38M | Hold |
31,266
| – | – | 0.11% | 173 |
|
|
2015
Q2 | $1.57M | Sell |
31,266
-892
| -3% | -$44.7K | 0.11% | 169 |
|
|
2015
Q1 | $1.89M | Buy |
32,158
+85
| +0.3% | +$4.99K | 0.13% | 159 |
|
|
2014
Q4 | $1.93M | Sell |
32,073
-782
| -2% | -$47K | 0.15% | 149 |
|
|
2014
Q3 | $1.81M | Sell |
32,855
-40
| -0.1% | -$2.2K | 0.16% | 151 |
|
|
2014
Q2 | $1.86M | Sell |
32,895
-603
| -2% | -$34K | 0.16% | 149 |
|
|
2014
Q1 | $1.65M | Sell |
33,498
-277
| -0.8% | -$13.6K | 0.15% | 160 |
|
|
2013
Q4 | $1.7M | Sell |
33,775
-531
| -2% | -$26.7K | 0.17% | 151 |
|
|
2013
Q3 | $1.41M | Sell |
34,306
-384
| -1% | -$15.8K | 0.16% | 162 |
|
|
2013
Q2 | $1.18M | Buy |
+34,690
| New | +$1.18M | 0.15% | 169 |
|