Focus Partners 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 | $8.2M | Buy |
26,487
+2,279
| +9% | +$705K | 0.02% | 540 |
|
|
2025
Q1 | $6.31M | Sell |
24,208
-65,463
| -73% | -$17.1M | 0.02% | 565 |
|
|
2024
Q4 | $26.5M | Buy |
89,671
+6,362
| +8% | +$1.88M | 0.07% | 261 |
|
|
2024
Q3 | $18.1M | Sell |
83,309
-45,241
| -35% | -$9.83M | 0.06% | 298 |
|
|
2024
Q2 | $31.8M | Buy |
128,550
+127,497
| +12,108% | +$31.5M | 0.11% | 185 |
|
|
2024
Q1 | $274K | Buy |
1,053
+151
| +17% | +$39.3K | ﹤0.01% | 861 |
|
|
2023
Q4 | $220K | Buy |
+902
| New | +$220K | ﹤0.01% | 737 |
|