EPG Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,788
| Closed | -$726K | – | 447 |
|
|
2024
Q1 | $726K | Buy |
2,788
+31
| +1% | +$8.07K | 0.18% | 142 |
|
|
2023
Q4 | $708K | Buy |
2,757
+64
| +2% | +$16.4K | 0.19% | 135 |
|
|
2023
Q3 | $557K | Buy |
2,693
+282
| +12% | +$58.3K | 0.17% | 142 |
|
|
2023
Q2 | $493K | Buy |
2,411
+137
| +6% | +$28K | 0.15% | 148 |
|
|
2023
Q1 | $473K | Buy |
+2,274
| New | +$473K | 0.15% | 144 |
|
|
2022
Q1 | – | Sell |
-726
| Closed | -$204K | – | 396 |
|
|
2021
Q4 | $204K | Hold |
726
| – | – | 0.07% | 228 |
|
|
2021
Q3 | $207K | Buy |
+726
| New | +$207K | 0.08% | 206 |
|
|
2021
Q1 | – | Sell |
-688
| Closed | -$210K | – | 189 |
|
|
2020
Q4 | $210K | Buy |
+688
| New | +$210K | 0.13% | 147 |
|
|
2020
Q2 | – | Sell |
-336
| Closed | -$52K | – | 152 |
|
|
2020
Q1 | $52K | Buy |
336
+191
| +132% | +$29.6K | 0.04% | 269 |
|
|
2019
Q4 | $27K | Buy |
+145
| New | +$27K | 0.02% | 300 |
|