Corient Private Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
51,762
+858
| +2% | +$266K | 0.02% | 464 |
|
|
2025
Q1 | $13.3M | Sell |
50,904
-1,609
| -3% | -$421K | 0.02% | 458 |
|
|
2024
Q4 | $15.5M | Sell |
52,513
-676
| -1% | -$200K | 0.03% | 434 |
|
|
2024
Q3 | $14.7M | Sell |
53,189
-1,644
| -3% | -$453K | 0.02% | 458 |
|
|
2024
Q2 | $13.6M | Sell |
54,833
-37,515
| -41% | -$9.28M | 0.02% | 458 |
|
|
2024
Q1 | $24M | Buy |
92,348
+190
| +0.2% | +$49.5K | 0.04% | 350 |
|
|
2023
Q4 | $22.4M | Buy |
92,158
+1,564
| +2% | +$381K | 0.04% | 366 |
|
|
2023
Q3 | $18.7M | Buy |
90,594
+494
| +0.5% | +$102K | 0.04% | 361 |
|
|
2023
Q2 | $18.4M | Sell |
90,100
-13,373
| -13% | -$2.74M | 0.04% | 359 |
|
|
2023
Q1 | $21.5M | Buy |
103,473
+63,393
| +158% | +$13.2M | 0.06% | 291 |
|
|
2022
Q4 | $7.45M | Buy |
+40,080
| New | +$7.45M | 0.03% | 417 |
|