Ferguson Wellman Capital Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-861
| Closed | -$225K | – | 340 |
|
|
2025
Q1 | $225K | Buy |
+861
| New | +$225K | ﹤0.01% | 335 |
|
|
2024
Q1 | – | Sell |
-1,409
| Closed | -$343K | – | 370 |
|
|
2023
Q4 | $343K | Sell |
1,409
-14
| -1% | -$3.41K | 0.01% | 288 |
|
|
2023
Q3 | $294K | Sell |
1,423
-255
| -15% | -$52.8K | 0.01% | 293 |
|
|
2023
Q2 | $343K | Sell |
1,678
-1
| -0.1% | -$205 | 0.01% | 286 |
|
|
2023
Q1 | $350K | Sell |
1,679
-19
| -1% | -$3.96K | 0.01% | 286 |
|
|
2022
Q4 | $317K | Hold |
1,698
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $317K | Sell |
1,698
-218
| -11% | -$40.7K | 0.01% | 257 |
|
|
2022
Q2 | $329K | Buy |
1,916
+185
| +11% | +$31.8K | 0.01% | 259 |
|
|
2022
Q1 | $371K | Buy |
1,731
+901
| +109% | +$193K | 0.01% | 268 |
|
|
2021
Q4 | $233K | Hold |
830
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $237K | Hold |
830
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $242K | Sell |
830
-190
| -19% | -$55.4K | 0.01% | 311 |
|
|
2021
Q1 | $283K | Buy |
1,020
+22
| +2% | +$6.1K | 0.01% | 285 |
|
|
2020
Q4 | $305K | Hold |
998
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $231K | Sell |
998
-50
| -5% | -$11.6K | 0.01% | 324 |
|
|
2020
Q2 | $251K | Buy |
+1,048
| New | +$251K | 0.01% | 308 |
|
|
2020
Q1 | – | Sell |
-1,178
| Closed | -$216K | – | 312 |
|
|
2019
Q4 | $216K | Buy |
+1,178
| New | +$216K | 0.01% | 340 |
|