Custom Index Systems’s Autodesk ADSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,284
Closed -$380K 278
2024
Q4
$380K Buy
1,284
+16
+1% +$4.73K 0.2% 153
2024
Q3
$349K Buy
1,268
+54
+4% +$14.9K 0.19% 173
2024
Q2
$300K Sell
1,214
-918
-43% -$227K 0.17% 183
2024
Q1
$555K Sell
2,132
-101
-5% -$26.3K 0.32% 72
2023
Q4
$544K Buy
+2,233
New +$544K 0.34% 65