Copperleaf Capital’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,417
-102
| -3% | -$31.6K | 0.54% | 51 |
|
|
2025
Q1 | $921K | Sell |
3,519
-55
| -2% | -$14.4K | 0.55% | 53 |
|
|
2024
Q4 | $1.06M | Buy |
3,574
+208
| +6% | +$61.5K | 0.67% | 40 |
|
|
2024
Q3 | $927K | Sell |
3,366
-81
| -2% | -$22.3K | 0.71% | 44 |
|
|
2024
Q2 | $853K | Buy |
3,447
+176
| +5% | +$43.6K | 0.68% | 44 |
|
|
2024
Q1 | $852K | Buy |
3,271
+1,743
| +114% | +$454K | 0.74% | 41 |
|
|
2023
Q4 | $372K | Sell |
1,528
-24
| -2% | -$5.84K | 0.38% | 61 |
|
|
2023
Q3 | $321K | Sell |
1,552
-292
| -16% | -$60.4K | 0.35% | 64 |
|
|
2023
Q2 | $377K | Buy |
1,844
+171
| +10% | +$35K | 0.35% | 58 |
|
|
2023
Q1 | $348K | Sell |
1,673
-4
| -0.2% | -$833 | 0.35% | 57 |
|
|
2022
Q4 | $313K | Buy |
+1,677
| New | +$313K | 0.36% | 54 |
|