Cape Investment Advisory’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
3,375
+101
+3% +$31.3K 0.38% 51
2025
Q1
$857K Sell
3,274
-139
-4% -$36.4K 0.34% 64
2024
Q4
$1.01M Buy
3,413
+21
+0.6% +$6.21K 0.39% 53
2024
Q3
$934K Sell
3,392
-6
-0.2% -$1.65K 0.38% 58
2024
Q2
$841K Buy
3,398
+63
+2% +$15.6K 0.38% 57
2024
Q1
$869K Buy
3,335
+32
+1% +$8.33K 0.41% 54
2023
Q4
$804K Buy
3,303
+1,870
+130% +$455K 0.39% 53
2023
Q3
$297K Buy
1,433
+61
+4% +$12.6K 0.17% 98
2023
Q2
$281K Buy
1,372
+14
+1% +$2.87K 0.16% 102
2023
Q1
$283K Buy
+1,358
New +$283K 0.17% 95