CreativeOne 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 | $343K | Sell |
1,109
-37
| -3% | -$11.5K | 0.01% | 879 |
|
|
2025
Q1 | $300K | Sell |
1,146
-34
| -3% | -$8.9K | 0.01% | 875 |
|
|
2024
Q4 | $349K | Sell |
1,180
-528
| -31% | -$156K | 0.01% | 820 |
|
|
2024
Q3 | $471K | Buy |
1,708
+893
| +110% | +$246K | 0.02% | 644 |
|
|
2024
Q2 | $202K | Sell |
815
-776
| -49% | -$192K | 0.01% | 734 |
|
|
2024
Q1 | $414K | Buy |
+1,591
| New | +$414K | 0.02% | 628 |
|
|
2023
Q3 | – | Sell |
-1,155
| Closed | -$236K | – | 570 |
|
|
2023
Q2 | $236K | Buy |
+1,155
| New | +$236K | 0.01% | 721 |
|
|
2022
Q4 | – | Sell |
-1,128
| Closed | -$211K | – | 732 |
|
|
2022
Q3 | $211K | Buy |
+1,128
| New | +$211K | 0.01% | 655 |
|