Cohen Investment Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,438
Closed -$1.76M 77
2023
Q1
$1.76M Sell
8,438
-917
-10% -$191K 1.39% 37
2022
Q4
$1.61M Buy
9,355
+76
+0.8% +$13.1K 1.34% 34
2022
Q3
$1.73M Buy
9,279
+58
+0.6% +$10.8K 1.59% 30
2022
Q2
$1.59M Buy
9,221
+333
+4% +$57.2K 1.36% 34
2022
Q1
$1.91M Buy
8,888
+73
+0.8% +$15.6K 1.42% 37
2021
Q4
$2.48M Buy
8,815
+347
+4% +$97.6K 1.77% 24
2021
Q3
$2.42M Buy
+8,468
New +$2.42M 1.85% 23