Claro 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 | $472K | Sell |
1,526
-477
| -24% | -$148K | 0.08% | 213 |
|
|
2025
Q1 | $524K | Buy |
2,003
+610
| +44% | +$160K | 0.07% | 251 |
|
|
2024
Q4 | $412K | Sell |
1,393
-12
| -0.9% | -$3.55K | 0.06% | 283 |
|
|
2024
Q3 | $387K | Buy |
+1,405
| New | +$387K | 0.05% | 314 |
|
|
2019
Q1 | – | Sell |
-186
| Closed | -$29K | – | 160 |
|
|
2018
Q4 | $29K | Buy |
+186
| New | +$29K | 0.02% | 456 |
|