Frank Rimerman Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
4,249
-239
-5% -$74K 0.09% 176
2025
Q1
$1.17M Sell
4,488
-230
-5% -$60.2K 0.09% 178
2024
Q4
$1.39M Buy
4,718
+113
+2% +$33.4K 0.1% 145
2024
Q3
$1.27M Buy
4,605
+979
+27% +$270K 0.09% 177
2024
Q2
$897K Buy
3,626
+3,615
+32,864% +$895K 0.06% 236
2024
Q1
$2.87K Hold
11
﹤0.01% 256
2023
Q4
$2.68K Buy
+11
New +$2.68K ﹤0.01% 248