FirstPurpose Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $506K | Sell |
2,116
-67
| -3% | -$16K | 0.18% | 99 |
|
|
2023
Q4 | $532K | Buy |
2,183
+67
| +3% | +$16.3K | 0.2% | 81 |
|
|
2023
Q3 | $438K | Buy |
2,116
+4
| +0.2% | +$828 | 0.19% | 93 |
|
|
2023
Q2 | $432K | Sell |
2,112
-536
| -20% | -$110K | 0.19% | 95 |
|
|
2023
Q1 | $551K | Buy |
2,648
+361
| +16% | +$75.1K | 0.27% | 69 |
|
|
2022
Q4 | $427K | Buy |
2,287
+65
| +3% | +$12.1K | 0.24% | 82 |
|
|
2022
Q3 | $415K | Buy |
2,222
+379
| +21% | +$70.8K | 0.27% | 67 |
|
|
2022
Q2 | $317K | Buy |
1,843
+171
| +10% | +$29.4K | 0.21% | 85 |
|
|
2022
Q1 | $358K | Buy |
1,672
+481
| +40% | +$103K | 0.28% | 79 |
|
|
2021
Q4 | $335K | Buy |
+1,191
| New | +$335K | 0.21% | 90 |
|