Cooper Financial Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
1,619
-535
-25% -$166K 0.06% 237
2025
Q1
$564K Buy
2,154
+233
+12% +$61K 0.07% 225
2024
Q4
$568K Buy
1,921
+168
+10% +$49.7K 0.07% 223
2024
Q3
$483K Buy
1,753
+76
+5% +$20.9K 0.06% 250
2024
Q2
$415K Sell
1,677
-4
-0.2% -$990 0.06% 247
2024
Q1
$438K Buy
1,681
+38
+2% +$9.9K 0.07% 240
2023
Q4
$400K Buy
1,643
+2
+0.1% +$487 0.07% 238
2023
Q3
$340K Buy
1,641
+194
+13% +$40.1K 0.08% 246
2023
Q2
$296K Buy
1,447
+49
+4% +$10K 0.07% 253
2023
Q1
$291K Buy
1,398
+166
+13% +$34.6K 0.08% 249
2022
Q4
$230K Sell
1,232
-57
-4% -$10.7K 0.07% 261
2022
Q3
$241K Buy
+1,289
New +$241K 0.09% 217