Essex Savings Bank’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+735
| New | +$228K | 0.05% | 277 |
|
|
2025
Q1 | – | Sell |
-761
| Closed | -$225K | – | 299 |
|
|
2024
Q4 | $225K | Buy |
761
+1
| +0.1% | +$296 | 0.06% | 267 |
|
|
2024
Q3 | $209K | Buy |
+760
| New | +$209K | 0.05% | 276 |
|
|
2024
Q2 | – | Sell |
-838
| Closed | -$204K | – | 265 |
|
|
2024
Q1 | $204K | Hold |
838
| – | – | 0.06% | 253 |
|
|
2023
Q4 | $204K | Buy |
+838
| New | +$204K | 0.06% | 253 |
|
|
2019
Q3 | – | Sell |
-949
| Closed | -$73K | – | 186 |
|
|
2019
Q2 | $73K | Buy |
949
+556
| +141% | +$42.8K | 0.03% | 392 |
|
|
2019
Q1 | $61K | Sell |
393
-23
| -6% | -$3.57K | 0.03% | 270 |
|
|
2018
Q4 | $54K | Buy |
+416
| New | +$54K | 0.03% | 281 |
|