Dowling & Yahnke’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.49M Buy
7,987
+384
+5% +$71.7K 0.07% 199
2022
Q2
$1.31M Buy
7,603
+1,117
+17% +$192K 0.06% 206
2022
Q1
$1.39M Buy
6,486
+523
+9% +$112K 0.06% 198
2021
Q4
$1.68M Sell
5,963
-484
-8% -$136K 0.08% 182
2021
Q3
$1.84M Buy
6,447
+702
+12% +$200K 0.1% 173
2021
Q2
$1.68M Buy
5,745
+810
+16% +$236K 0.1% 175
2021
Q1
$1.37M Buy
4,935
+132
+3% +$36.6K 0.09% 179
2020
Q4
$1.47M Buy
4,803
+174
+4% +$53.1K 0.1% 171
2020
Q3
$1.07M Buy
4,629
+255
+6% +$58.9K 0.09% 177
2020
Q2
$1.05M Buy
4,374
+1,553
+55% +$371K 0.09% 179
2020
Q1
$440K Buy
2,821
+1,209
+75% +$189K 0.04% 224
2019
Q4
$296K Buy
+1,612
New +$296K 0.02% 270