Chicago Partners Investment Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
1,455
+484
| +50% | +$146K | 0.01% | 654 |
|
|
2025
Q1 | $275K | Sell |
971
-45
| -4% | -$12.8K | 0.01% | 722 |
|
|
2024
Q4 | $301K | Buy |
1,016
+24
| +2% | +$7.11K | 0.01% | 654 |
|
|
2024
Q3 | $284K | Buy |
+992
| New | +$284K | 0.01% | 637 |
|
|
2022
Q1 | – | Sell |
-1,016
| Closed | -$231K | – | 567 |
|
|
2021
Q4 | $231K | Sell |
1,016
-741
| -42% | -$168K | 0.02% | 494 |
|
|
2021
Q3 | $571K | Buy |
1,757
+263
| +18% | +$85.5K | 0.04% | 313 |
|
|
2021
Q2 | $469K | Sell |
1,494
-14
| -0.9% | -$4.4K | 0.03% | 334 |
|
|
2021
Q1 | $451K | Buy |
1,508
+355
| +31% | +$106K | 0.04% | 318 |
|
|
2020
Q4 | $345K | Sell |
1,153
-254
| -18% | -$76K | 0.03% | 341 |
|
|
2020
Q3 | $349K | Buy |
1,407
+157
| +13% | +$38.9K | 0.04% | 288 |
|
|
2020
Q2 | $300K | Sell |
1,250
-90
| -7% | -$21.6K | 0.04% | 285 |
|
|
2020
Q1 | $242K | Buy |
+1,340
| New | +$242K | 0.04% | 292 |
|