Edgestream 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 | $1.35M | Sell |
4,364
-6,155
| -59% | -$1.91M | 0.04% | 594 |
|
|
2025
Q1 | $2.75M | Buy |
10,519
+9,780
| +1,323% | +$2.56M | 0.09% | 405 |
|
|
2024
Q4 | $218K | Sell |
739
-11,560
| -94% | -$3.42M | 0.01% | 807 |
|
|
2024
Q3 | $3.39M | Buy |
12,299
+6,017
| +96% | +$1.66M | 0.15% | 230 |
|
|
2024
Q2 | $1.55M | Buy |
+6,282
| New | +$1.55M | 0.07% | 406 |
|
|
2024
Q1 | – | Sell |
-1,002
| Closed | -$244K | – | 788 |
|
|
2023
Q4 | $244K | Sell |
1,002
-7,628
| -88% | -$1.86M | 0.02% | 756 |
|
|
2023
Q3 | $1.79M | Buy |
8,630
+4,357
| +102% | +$902K | 0.14% | 229 |
|
|
2023
Q2 | $874K | Buy |
+4,273
| New | +$874K | 0.08% | 385 |
|
|
2023
Q1 | – | Sell |
-5,990
| Closed | -$1.12M | – | 536 |
|
|
2022
Q4 | $1.12M | Buy |
5,990
+4,596
| +330% | +$859K | 0.13% | 241 |
|
|
2022
Q3 | $260K | Sell |
1,394
-6,493
| -82% | -$1.21M | 0.02% | 410 |
|
|
2022
Q2 | $1.36M | Sell |
7,887
-1,382
| -15% | -$238K | 0.11% | 269 |
|
|
2022
Q1 | $1.99M | Buy |
9,269
+6,269
| +209% | +$1.34M | 0.16% | 215 |
|
|
2021
Q4 | $844K | Sell |
3,000
-12,268
| -80% | -$3.45M | 0.05% | 330 |
|
|
2021
Q3 | $4.35M | Buy |
+15,268
| New | +$4.35M | 0.27% | 124 |
|
|
2021
Q2 | – | Sell |
-17,926
| Closed | -$4.97M | – | 434 |
|
|
2021
Q1 | $4.97M | Sell |
17,926
-4,872
| -21% | -$1.35M | 0.28% | 143 |
|
|
2020
Q4 | $6.96M | Buy |
+22,798
| New | +$6.96M | 0.35% | 92 |
|
|
2019
Q4 | – | Sell |
-26,446
| Closed | -$3.91M | – | 312 |
|
|
2019
Q3 | $3.91M | Buy |
26,446
+4,193
| +19% | +$619K | 0.37% | 92 |
|
|
2019
Q2 | $3.63M | Buy |
+22,253
| New | +$3.63M | 0.41% | 82 |
|
|
2017
Q3 | – | Sell |
-2,824
| Closed | -$285K | – | 115 |
|
|
2017
Q2 | $285K | Sell |
2,824
-4,764
| -63% | -$481K | 0.11% | 109 |
|
|
2017
Q1 | $656K | Buy |
+7,588
| New | +$656K | 0.29% | 76 |
|