Equitable Holdings’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $201K | Buy |
+648
| New | +$201K | ﹤0.01% | 1380 |
|
2025
Q1 | – | Sell |
-849
| Closed | -$251K | – | 1339 |
|
2024
Q4 | $251K | Sell |
849
-2
| -0.2% | -$591 | ﹤0.01% | 1119 |
|
2024
Q3 | $234K | Sell |
851
-388
| -31% | -$107K | ﹤0.01% | 1128 |
|
2024
Q2 | $307K | Buy |
+1,239
| New | +$307K | ﹤0.01% | 983 |
|
2023
Q1 | – | Sell |
-2,163
| Closed | -$404K | – | 976 |
|
2022
Q4 | $404K | Buy |
+2,163
| New | +$404K | 0.01% | 668 |
|