Everhart Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
2,416
+504
| +26% | +$156K | 0.09% | 166 |
|
|
2025
Q1 | $501K | Buy |
1,912
+210
| +12% | +$55K | 0.07% | 204 |
|
|
2024
Q4 | $503K | Buy |
1,702
+98
| +6% | +$29K | 0.1% | 189 |
|
|
2024
Q3 | $442K | Buy |
1,604
+410
| +34% | +$113K | 0.1% | 209 |
|
|
2024
Q2 | $295K | Buy |
1,194
+317
| +36% | +$78.4K | 0.08% | 225 |
|
|
2024
Q1 | $228K | Buy |
+877
| New | +$228K | 0.07% | 251 |
|