Financial Advocates Investment 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 | $475K | Sell |
1,534
-534
| -26% | -$165K | 0.04% | 370 |
|
|
2025
Q1 | $541K | Buy |
2,068
+59
| +3% | +$15.4K | 0.04% | 404 |
|
|
2024
Q4 | $594K | Sell |
2,009
-83
| -4% | -$24.5K | 0.03% | 406 |
|
|
2024
Q3 | $576K | Buy |
2,092
+69
| +3% | +$19K | 0.03% | 419 |
|
|
2024
Q2 | $501K | Buy |
2,023
+535
| +36% | +$132K | 0.03% | 434 |
|
|
2024
Q1 | $388K | Sell |
1,488
-102
| -6% | -$26.6K | 0.02% | 511 |
|
|
2023
Q4 | $387K | Buy |
1,590
+393
| +33% | +$95.7K | 0.03% | 481 |
|
|
2023
Q3 | $248K | Buy |
1,197
+11
| +0.9% | +$2.28K | 0.02% | 581 |
|
|
2023
Q2 | $243K | Buy |
1,186
+100
| +9% | +$20.5K | 0.02% | 586 |
|
|
2023
Q1 | $226K | Buy |
+1,086
| New | +$226K | 0.02% | 639 |
|
|
2021
Q4 | – | Sell |
-319
| Closed | -$440K | – | 761 |
|
|
2021
Q3 | $440K | Buy |
+319
| New | +$440K | 0.03% | 500 |
|