Caldwell Trust’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
977
|
|
||||
|
2025
Q1 | $256K | Hold |
977
|
|
||||
|
2024
Q4 | $289K | Sell |
977
-14
|
|
||||
|
2024
Q3 | $273K | Sell |
991
-197
|
|
||||
|
2024
Q2 | $294K | Buy |
1,188
+143
|
|
||||
|
2024
Q1 | $272K | Buy |
1,045
+303
|
|
||||
|
2023
Q4 | $181K | Buy |
742
+83
|
|
||||
|
2023
Q3 | $136K | Buy |
659
+197
|
|
||||
|
2023
Q2 | $94.5K | Buy |
462
+188
|
|
||||
|
2023
Q1 | $57K | Buy |
274
+55
|
|
||||
|
2022
Q4 | $40.9K | Sell |
219
-37
|
|
||||
|
2022
Q3 | $47.8K | Buy |
256
+37
|
|
||||
|
2022
Q2 | $37.7K | Hold |
219
|
|
||||
|
2022
Q1 | $46.9K | Hold |
219
|
|
||||
|
2021
Q4 | $61.6K | Sell |
219
-138
|
|
||||
|
2021
Q3 | $102K | Hold |
357
|
|
||||
|
2021
Q2 | $104K | Sell |
357
-26
|
|
||||
|
2021
Q1 | $106K | Hold |
383
|
|
||||
|
2020
Q4 | $117K | Hold |
383
|
|
||||
|
2020
Q3 | $88.5K | Hold |
383
|
|
||||
|
2020
Q2 | $91.6K | Buy |
383
+35
|
|
||||
|
2020
Q1 | $54.3K | Hold |
348
|
|
||||
|
2019
Q4 | $63.8K | Buy |
+348
|
|