Clarity Wealth 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 | $475K | Buy |
1,535
+35
| +2% | +$10.8K | 0.12% | 65 |
|
|
2025
Q1 | $393K | Hold |
1,500
| – | – | 0.11% | 68 |
|
|
2024
Q4 | $443K | Hold |
1,500
| – | – | 0.12% | 63 |
|
|
2024
Q3 | $413K | Sell |
1,500
-45
| -3% | -$12.4K | 0.12% | 66 |
|
|
2024
Q2 | $382K | Buy |
1,545
+33
| +2% | +$8.17K | 0.12% | 64 |
|
|
2024
Q1 | $394K | Hold |
1,512
| – | – | 0.13% | 63 |
|
|
2023
Q4 | $368K | Buy |
1,512
+87
| +6% | +$21.2K | 0.14% | 64 |
|
|
2023
Q3 | $295K | Hold |
1,425
| – | – | 0.13% | 60 |
|
|
2023
Q2 | $292K | Buy |
+1,425
| New | +$292K | 0.13% | 63 |
|