Epic Trust Investment Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $355K | Buy |
1,434
+74
| +5% | +$18.3K | 0.39% | 68 |
|
|
2024
Q1 | $354K | Hold |
1,360
| – | – | 0.44% | 60 |
|
|
2023
Q4 | $331K | Buy |
1,360
+49
| +4% | +$11.9K | 0.44% | 63 |
|
|
2023
Q3 | $271K | Buy |
1,311
+1
| +0.1% | +$207 | 0.43% | 65 |
|
|
2023
Q2 | $268K | Sell |
1,310
-248
| -16% | -$50.7K | 0.38% | 71 |
|
|
2023
Q1 | $324K | Sell |
1,558
-723
| -32% | -$151K | 0.4% | 68 |
|
|
2022
Q4 | $426K | Sell |
2,281
-62
| -3% | -$11.6K | 0.64% | 50 |
|
|
2022
Q3 | $438K | Buy |
+2,343
| New | +$438K | 0.61% | 46 |
|