Choate Investment Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
2,693
-5
| -0.2% | -$1.55K | 0.02% | 214 |
|
|
2025
Q1 | $706K | Buy |
2,698
+91
| +3% | +$23.8K | 0.02% | 224 |
|
|
2024
Q4 | $771K | Buy |
2,607
+446
| +21% | +$132K | 0.02% | 218 |
|
|
2024
Q3 | $595K | Buy |
2,161
+40
| +2% | +$11K | 0.02% | 245 |
|
|
2024
Q2 | $525K | Buy |
2,121
+113
| +6% | +$28K | 0.01% | 244 |
|
|
2024
Q1 | $523K | Hold |
2,008
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $489K | Sell |
2,008
-2,129
| -51% | -$518K | 0.02% | 246 |
|
|
2023
Q3 | $856K | Buy |
+4,137
| New | +$856K | 0.03% | 184 |
|