Crewe Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
537
+2
| +0.4% | +$619 | 0.02% | 177 |
|
|
2025
Q1 | $140K | Buy |
535
+227
| +74% | +$59.4K | 0.02% | 170 |
|
|
2024
Q4 | $91K | Buy |
+308
| New | +$91K | 0.01% | 218 |
|
|
2024
Q3 | – | Sell |
-694
| Closed | -$172K | – | 722 |
|
|
2024
Q2 | $172K | Buy |
694
+274
| +65% | +$67.8K | 0.02% | 188 |
|
|
2024
Q1 | $109K | Buy |
+420
| New | +$109K | 0.01% | 259 |
|
|
2023
Q3 | – | Sell |
-260
| Closed | -$53.2K | – | 595 |
|
|
2023
Q2 | $53.2K | Sell |
260
-319
| -55% | -$65.3K | 0.01% | 262 |
|
|
2023
Q1 | $121K | Sell |
579
-40
| -6% | -$8.33K | 0.02% | 209 |
|
|
2022
Q4 | $116K | Sell |
619
-639
| -51% | -$119K | 0.02% | 205 |
|
|
2022
Q3 | $235K | Buy |
1,258
+52
| +4% | +$9.71K | 0.04% | 124 |
|
|
2022
Q2 | $207K | Buy |
1,206
+767
| +175% | +$132K | 0.05% | 124 |
|
|
2022
Q1 | $94K | Buy |
439
+155
| +55% | +$33.2K | 0.02% | 180 |
|
|
2021
Q4 | $80K | Buy |
284
+245
| +628% | +$69K | 0.02% | 149 |
|
|
2021
Q3 | $11K | Hold |
39
| – | – | ﹤0.01% | 257 |
|
|
2021
Q2 | $11K | Hold |
39
| – | – | ﹤0.01% | 266 |
|
|
2021
Q1 | $11K | Hold |
39
| – | – | ﹤0.01% | 273 |
|
|
2020
Q4 | $12K | Sell |
39
-24
| -38% | -$7.39K | ﹤0.01% | 235 |
|
|
2020
Q3 | $15K | Buy |
+63
| New | +$15K | 0.01% | 202 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$10K | – | 270 |
|
|
2017
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 219 |
|