Concurrent 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 | $947K | Buy |
3,060
+249
| +9% | +$77.1K | 0.02% | 604 |
|
|
2025
Q1 | $736K | Buy |
2,811
+106
| +4% | +$27.8K | 0.02% | 625 |
|
|
2024
Q4 | $800K | Buy |
2,705
+127
| +5% | +$37.5K | 0.02% | 540 |
|
|
2024
Q3 | $710K | Buy |
2,578
+194
| +8% | +$53.4K | 0.02% | 534 |
|
|
2024
Q2 | $590K | Buy |
2,384
+131
| +6% | +$32.4K | 0.02% | 541 |
|
|
2024
Q1 | $586K | Buy |
2,253
+1,416
| +169% | +$369K | 0.02% | 497 |
|
|
2023
Q4 | $204K | Buy |
+837
| New | +$204K | 0.01% | 759 |
|