Eads & Heald Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,596
-440
| -11% | -$136K | 0.55% | 79 |
|
|
2025
Q1 | $1.06M | Sell |
4,036
-234
| -5% | -$61.3K | 0.54% | 79 |
|
|
2024
Q4 | $1.26M | Buy |
4,270
+929
| +28% | +$275K | 0.62% | 72 |
|
|
2024
Q3 | $920K | Sell |
3,341
-57
| -2% | -$15.7K | 0.44% | 89 |
|
|
2024
Q2 | $841K | Sell |
3,398
-45
| -1% | -$11.1K | 0.41% | 94 |
|
|
2024
Q1 | $897K | Sell |
3,443
-41
| -1% | -$10.7K | 0.42% | 93 |
|
|
2023
Q4 | $848K | Buy |
3,484
+666
| +24% | +$162K | 0.41% | 93 |
|
|
2023
Q3 | $583K | Buy |
2,818
+77
| +3% | +$15.9K | 0.31% | 104 |
|
|
2023
Q2 | $561K | Sell |
2,741
-252
| -8% | -$51.6K | 0.28% | 107 |
|
|
2023
Q1 | $623K | Buy |
2,993
+145
| +5% | +$30.2K | 0.31% | 103 |
|
|
2022
Q4 | $532K | Sell |
2,848
-263
| -8% | -$49.1K | 0.27% | 109 |
|
|
2022
Q3 | $581K | Buy |
3,111
+935
| +43% | +$175K | 0.33% | 104 |
|
|
2022
Q2 | $374K | Buy |
+2,176
| New | +$374K | 0.2% | 117 |
|