Chicago Trust’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
4,961
+1,763
| +55% | +$546K | 0.22% | 93 |
|
|
2025
Q1 | $837K | Buy |
3,198
+153
| +5% | +$40.1K | 0.15% | 136 |
|
|
2024
Q4 | $900K | Buy |
3,045
+42
| +1% | +$12.4K | 0.16% | 130 |
|
|
2024
Q3 | $827K | Buy |
+3,003
| New | +$827K | 0.14% | 141 |
|
|
2020
Q4 | – | Sell |
-1,191
| Closed | -$275K | – | 225 |
|
|
2020
Q3 | $275K | Buy |
+1,191
| New | +$275K | 0.11% | 143 |
|