Founders Financial Alliance’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
1,052
-23
| -2% | -$7.12K | 0.07% | 240 |
|
|
2025
Q1 | $281K | Buy |
+1,075
| New | +$281K | 0.07% | 269 |
|
|
2024
Q1 | – | Sell |
-1,241
| Closed | -$302K | – | 558 |
|
|
2023
Q4 | $302K | Sell |
1,241
-427
| -26% | -$104K | 0.12% | 184 |
|
|
2023
Q3 | $345K | Sell |
1,668
-193
| -10% | -$39.9K | 0.15% | 149 |
|
|
2023
Q2 | $381K | Buy |
1,861
+203
| +12% | +$41.5K | 0.15% | 149 |
|
|
2023
Q1 | $328K | Buy |
1,658
+330
| +25% | +$65.2K | 0.16% | 137 |
|
|
2022
Q4 | $248K | Sell |
1,328
-141
| -10% | -$26.3K | 0.11% | 186 |
|
|
2022
Q3 | $274K | Buy |
+1,469
| New | +$274K | 0.14% | 161 |
|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$408K | – | 438 |
|
|
2021
Q4 | $408K | Buy |
+1,450
| New | +$408K | 0.16% | 137 |
|
|
2021
Q3 | – | Sell |
-1,359
| Closed | -$397K | – | 455 |
|
|
2021
Q2 | $397K | Buy |
1,359
+35
| +3% | +$10.2K | 0.18% | 130 |
|
|
2021
Q1 | $367K | Sell |
1,324
-355
| -21% | -$98.4K | 0.18% | 126 |
|
|
2020
Q4 | $512K | Buy |
1,679
+1,603
| +2,109% | +$489K | 0.29% | 80 |
|
|
2020
Q3 | $17K | Buy |
+76
| New | +$17K | 0.01% | 612 |
|