Cumberland Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Sell |
14,720
-5,713
| -28% | -$1.77M | 0.32% | 59 |
|
|
2025
Q1 | $5.35M | Buy |
+20,433
| New | +$5.35M | 0.41% | 49 |
|
|
2024
Q2 | – | Sell |
-1,630
| Closed | -$424K | – | 171 |
|
|
2024
Q1 | $424K | Buy |
+1,630
| New | +$424K | 0.03% | 170 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$561K | – | 161 |
|
|
2022
Q4 | $561K | Buy |
+3,000
| New | +$561K | 0.06% | 135 |
|
|
2022
Q3 | – | Sell |
-5,500
| Closed | -$946K | – | 148 |
|
|
2022
Q2 | $946K | Buy |
5,500
+1,500
| +38% | +$258K | 0.09% | 108 |
|
|
2022
Q1 | $857K | Hold |
4,000
| – | – | 0.06% | 122 |
|
|
2021
Q4 | $1.13M | Buy |
4,000
+200
| +5% | +$56.3K | 0.08% | 124 |
|
|
2021
Q3 | $1.08M | Sell |
3,800
-200
| -5% | -$57.1K | 0.09% | 121 |
|
|
2021
Q2 | $1.17M | Buy |
4,000
+1,750
| +78% | +$511K | 0.09% | 119 |
|
|
2021
Q1 | $624K | Buy |
+2,250
| New | +$624K | 0.05% | 144 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$718K | – | 152 |
|
|
2020
Q2 | $718K | Buy |
3,000
+1,400
| +88% | +$335K | 0.07% | 123 |
|
|
2020
Q1 | $250K | Buy |
+1,600
| New | +$250K | 0.03% | 150 |
|