Connecticut Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,458
| Closed | -$380K | – | 324 |
|
|
2024
Q1 | $380K | Buy |
1,458
+21
| +1% | +$5.47K | 0.02% | 247 |
|
|
2023
Q4 | $350K | Buy |
1,437
+82
| +6% | +$20K | 0.02% | 249 |
|
|
2023
Q3 | $280K | Buy |
1,355
+275
| +25% | +$56.9K | 0.02% | 241 |
|
|
2023
Q2 | $221K | Hold |
1,080
| – | – | 0.02% | 239 |
|
|
2023
Q1 | $225K | Sell |
1,080
-150
| -12% | -$31.2K | 0.02% | 229 |
|
|
2022
Q4 | $230K | Buy |
1,230
+150
| +14% | +$28K | 0.02% | 185 |
|
|
2022
Q3 | $202K | Buy |
+1,080
| New | +$202K | 0.02% | 187 |
|
|
2022
Q1 | – | Sell |
-736
| Closed | -$207K | – | 190 |
|
|
2021
Q4 | $207K | Sell |
736
-24
| -3% | -$6.75K | 0.02% | 194 |
|
|
2021
Q3 | $217K | Buy |
760
+54
| +8% | +$15.4K | 0.02% | 190 |
|
|
2021
Q2 | $206K | Buy |
+706
| New | +$206K | 0.02% | 186 |
|
|
2021
Q1 | – | Sell |
-706
| Closed | -$216K | – | 174 |
|
|
2020
Q4 | $216K | Buy |
+706
| New | +$216K | 0.02% | 174 |
|