Carr Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$355K | – | 176 |
|
|
2024
Q4 | $355K | Hold |
1,200
| – | – | 0.11% | 132 |
|
|
2024
Q3 | $331K | Sell |
1,200
-330
| -22% | -$90.9K | 0.1% | 147 |
|
|
2024
Q2 | $379K | Sell |
1,530
-8
| -0.5% | -$1.98K | 0.12% | 127 |
|
|
2024
Q1 | $401K | Sell |
1,538
-62
| -4% | -$16.1K | 0.13% | 120 |
|
|
2023
Q4 | $390K | Buy |
1,600
+100
| +7% | +$24.3K | 0.14% | 111 |
|
|
2023
Q3 | $306K | Hold |
1,500
| – | – | 0.12% | 122 |
|
|
2023
Q2 | $307K | Hold |
1,500
| – | – | 0.12% | 130 |
|
|
2023
Q1 | $312K | Buy |
+1,500
| New | +$312K | 0.14% | 125 |
|