Copperwynd Financial’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 |
-2,771
| Closed | -$722K | – | 147 |
|
|
2024
Q1 | $722K | Buy |
2,771
+248
| +10% | +$64.6K | 0.26% | 78 |
|
|
2023
Q4 | $614K | Buy |
2,523
+79
| +3% | +$19.2K | 0.24% | 85 |
|
|
2023
Q3 | $506K | Buy |
2,444
+89
| +4% | +$18.4K | 0.24% | 86 |
|
|
2023
Q2 | $482K | Buy |
2,355
+25
| +1% | +$5.12K | 0.22% | 102 |
|
|
2023
Q1 | $485K | Buy |
2,330
+103
| +5% | +$21.4K | 0.25% | 101 |
|
|
2022
Q4 | $416K | Sell |
2,227
-275
| -11% | -$51.4K | 0.23% | 95 |
|
|
2022
Q3 | $467K | Sell |
2,502
-35
| -1% | -$6.53K | 0.27% | 81 |
|
|
2022
Q2 | $436K | Sell |
2,537
-252
| -9% | -$43.3K | 0.26% | 91 |
|
|
2022
Q1 | $598K | Buy |
2,789
+681
| +32% | +$146K | 0.25% | 89 |
|
|
2021
Q4 | $593K | Buy |
2,108
+68
| +3% | +$19.1K | 0.23% | 83 |
|
|
2021
Q3 | $582K | Buy |
2,040
+239
| +13% | +$68.2K | 0.24% | 82 |
|
|
2021
Q2 | $526K | Buy |
1,801
+299
| +20% | +$87.3K | 0.22% | 91 |
|
|
2021
Q1 | $416K | Sell |
1,502
-84
| -5% | -$23.3K | 0.19% | 104 |
|
|
2020
Q4 | $484K | Buy |
1,586
+179
| +13% | +$54.6K | 0.23% | 76 |
|
|
2020
Q3 | $325K | Buy |
1,407
+380
| +37% | +$87.8K | 0.17% | 91 |
|
|
2020
Q2 | $246K | Buy |
+1,027
| New | +$246K | 0.14% | 91 |
|