Crestmont 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 | $583K | Buy |
1,882
+43
| +2% | +$13.3K | 0.21% | 40 |
|
|
2025
Q1 | $481K | Buy |
1,839
+327
| +22% | +$85.6K | 0.21% | 38 |
|
|
2024
Q4 | $447K | Buy |
1,512
+35
| +2% | +$10.3K | 0.2% | 37 |
|
|
2024
Q3 | $407K | Buy |
1,477
+98
| +7% | +$27K | 0.18% | 42 |
|
|
2024
Q2 | $341K | Buy |
1,379
+90
| +7% | +$22.3K | 0.16% | 47 |
|
|
2024
Q1 | $336K | Buy |
1,289
+124
| +11% | +$32.3K | 0.17% | 44 |
|
|
2023
Q4 | $284K | Buy |
1,165
+68
| +6% | +$16.6K | 0.14% | 42 |
|
|
2023
Q3 | $227K | Sell |
1,097
-233
| -18% | -$48.2K | 0.14% | 45 |
|
|
2023
Q2 | $272K | Buy |
+1,330
| New | +$272K | 0.16% | 41 |
|