Caldwell Trust’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Sell |
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|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $256K | Hold |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $181K | Buy |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $94.5K | Buy |
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|
2023
Q1 | $57K | Buy |
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|
2022
Q4 | $40.9K | Sell |
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|
2022
Q3 | $47.8K | Buy |
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|
2022
Q2 | $37.7K | Hold |
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|
2022
Q1 | $46.9K | Hold |
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|
2021
Q4 | $61.6K | Sell |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $117K | Hold |
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|
2020
Q3 | $88.5K | Hold |
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|
2020
Q2 | $91.6K | Buy |
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|
2020
Q1 | $54.3K | Hold |
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|
2019
Q4 | $63.8K | Buy |
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