Flagship Private Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+662
| New | +$205K | 0.09% | 99 |
|
|
2024
Q4 | – | Sell |
-920
| Closed | -$253K | – | 101 |
|
|
2024
Q3 | $253K | Hold |
920
| – | – | 0.13% | 88 |
|
|
2024
Q2 | $228K | Hold |
920
| – | – | 0.13% | 81 |
|
|
2024
Q1 | $240K | Hold |
920
| – | – | 0.15% | 80 |
|
|
2023
Q4 | $224K | Buy |
+920
| New | +$224K | 0.17% | 71 |
|