Cornerstone Planning 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
$20K Buy
67
+7
+12% +$2.09K ﹤0.01% 416
2025
Q1
$15.9K Buy
60
+13
+28% +$3.44K ﹤0.01% 457
2024
Q4
$14.1K Sell
47
-6
-11% -$1.79K ﹤0.01% 364
2024
Q3
$15.4K Buy
53
+13
+33% +$3.77K ﹤0.01% 347
2024
Q2
$9.03K Buy
40
+4
+11% +$903 ﹤0.01% 461
2024
Q1
$7.75K Sell
36
-47
-57% -$10.1K ﹤0.01% 449
2023
Q4
$20.2K Buy
83
+47
+131% +$11.4K 0.01% 315
2023
Q3
$7.45K Buy
36
+2
+6% +$414 ﹤0.01% 477
2023
Q2
$6.96K Buy
+34
New +$6.96K ﹤0.01% 780
2022
Q4
$6.67K Buy
+34
New +$6.67K ﹤0.01% 769