FFT Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,350
| Closed | -$334K | – | 167 |
|
|
2024
Q2 | $334K | Buy |
1,350
+8
| +0.6% | +$1.98K | 0.03% | 109 |
|
|
2024
Q1 | $349K | Buy |
1,342
+150
| +13% | +$39.1K | 0.03% | 102 |
|
|
2023
Q4 | $290K | Buy |
1,192
+39
| +3% | +$9.5K | 0.03% | 93 |
|
|
2023
Q3 | $239K | Hold |
1,153
| – | – | 0.03% | 83 |
|
|
2023
Q2 | $236K | Sell |
1,153
-34
| -3% | -$6.96K | 0.03% | 98 |
|
|
2023
Q1 | $247K | Buy |
1,187
+21
| +2% | +$4.37K | 0.03% | 87 |
|
|
2022
Q4 | $218K | Hold |
1,166
| – | – | 0.03% | 96 |
|
|
2022
Q3 | $218K | Buy |
+1,166
| New | +$218K | 0.03% | 78 |
|