Curi RMB Capital’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
+2,388
| New | +$739K | 0.01% | 459 |
|
|
2025
Q1 | – | Sell |
-1,281
| Closed | -$379K | – | 478 |
|
|
2024
Q4 | $379K | Sell |
1,281
-344
| -21% | -$102K | 0.01% | 437 |
|
|
2024
Q3 | $448K | Buy |
1,625
+59
| +4% | +$16.3K | 0.01% | 440 |
|
|
2024
Q2 | $388K | Sell |
1,566
-427
| -21% | -$106K | 0.01% | 446 |
|
|
2024
Q1 | $519K | Sell |
1,993
-69
| -3% | -$18K | 0.01% | 428 |
|
|
2023
Q4 | $502K | Buy |
2,062
+59
| +3% | +$14.4K | 0.02% | 386 |
|
|
2023
Q3 | $414K | Buy |
2,003
+512
| +34% | +$106K | 0.01% | 393 |
|
|
2023
Q2 | $305K | Buy |
1,491
+430
| +41% | +$88K | 0.01% | 433 |
|
|
2023
Q1 | $221K | Buy |
+1,061
| New | +$221K | 0.01% | 464 |
|
|
2022
Q1 | – | Sell |
-1,597
| Closed | -$449K | – | 436 |
|
|
2021
Q4 | $449K | Sell |
1,597
-35
| -2% | -$9.84K | 0.01% | 366 |
|
|
2021
Q3 | $465K | Hold |
1,632
| – | – | 0.02% | 353 |
|
|
2021
Q2 | $476K | Hold |
1,632
| – | – | 0.02% | 358 |
|
|
2021
Q1 | $452K | Sell |
1,632
-184
| -10% | -$51K | 0.02% | 364 |
|
|
2020
Q4 | $554K | Hold |
1,816
| – | – | 0.02% | 414 |
|
|
2020
Q3 | $420K | Hold |
1,816
| – | – | 0.02% | 448 |
|
|
2020
Q2 | $434K | Sell |
1,816
-322
| -15% | -$77K | 0.02% | 425 |
|
|
2020
Q1 | $334K | Sell |
2,138
-8
| -0.4% | -$1.25K | 0.02% | 466 |
|
|
2019
Q4 | $394K | Sell |
2,146
-516
| -19% | -$94.7K | 0.01% | 473 |
|
|
2019
Q3 | $393K | Sell |
2,662
-393
| -13% | -$58K | 0.01% | 501 |
|
|
2019
Q2 | $498K | Buy |
3,055
+13
| +0.4% | +$2.12K | 0.01% | 512 |
|
|
2019
Q1 | $474K | Buy |
3,042
+181
| +6% | +$28.2K | 0.01% | 554 |
|
|
2018
Q4 | $368K | Sell |
2,861
-17
| -0.6% | -$2.19K | 0.01% | 669 |
|
|
2018
Q3 | $449K | Sell |
2,878
-826
| -22% | -$129K | 0.01% | 620 |
|
|
2018
Q2 | $486K | Buy |
+3,704
| New | +$486K | 0.01% | 608 |
|
|
2017
Q1 | – | Sell |
-2,790
| Closed | -$206K | – | 523 |
|
|
2016
Q4 | $206K | Sell |
2,790
-239
| -8% | -$17.6K | 0.01% | 392 |
|
|
2016
Q3 | $219K | Buy |
+3,029
| New | +$219K | 0.01% | 351 |
|
|
2016
Q2 | – | Sell |
-3,908
| Closed | -$228K | – | 418 |
|
|
2016
Q1 | $228K | Buy |
3,908
+354
| +10% | +$20.7K | 0.01% | 313 |
|
|
2015
Q4 | $217K | Buy |
+3,554
| New | +$217K | 0.01% | 372 |
|