Freestone Capital Holdings’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $536K | Buy |
+1,730
| New | +$536K | 0.02% | 281 |
|
2024
Q4 | – | Sell |
-1,047
| Closed | -$288K | – | 441 |
|
2024
Q3 | $288K | Sell |
1,047
-144
| -12% | -$39.7K | 0.01% | 358 |
|
2024
Q2 | $295K | Buy |
1,191
+49
| +4% | +$12.1K | 0.01% | 386 |
|
2024
Q1 | $297K | Sell |
1,142
-46
| -4% | -$12K | 0.01% | 368 |
|
2023
Q4 | $289K | Buy |
1,188
+20
| +2% | +$4.87K | 0.01% | 331 |
|
2023
Q3 | $242K | Sell |
1,168
-18
| -2% | -$3.72K | 0.01% | 315 |
|
2023
Q2 | $243K | Sell |
1,186
-585
| -33% | -$120K | 0.01% | 328 |
|
2023
Q1 | $369K | Sell |
1,771
-17
| -1% | -$3.54K | 0.02% | 276 |
|
2022
Q4 | $334K | Sell |
1,788
-147
| -8% | -$27.5K | 0.02% | 279 |
|
2022
Q3 | $361K | Sell |
1,935
-1,039
| -35% | -$194K | 0.02% | 277 |
|
2022
Q2 | $511K | Sell |
2,974
-581
| -16% | -$99.8K | 0.02% | 260 |
|
2022
Q1 | $762K | Sell |
3,555
-165
| -4% | -$35.4K | 0.03% | 279 |
|
2021
Q4 | $1.05M | Buy |
3,720
+240
| +7% | +$67.5K | 0.04% | 231 |
|
2021
Q3 | $992K | Buy |
3,480
+569
| +20% | +$162K | 0.05% | 221 |
|
2021
Q2 | $850K | Buy |
2,911
+884
| +44% | +$258K | 0.04% | 229 |
|
2021
Q1 | $562K | Buy |
2,027
+263
| +15% | +$72.9K | 0.03% | 259 |
|
2020
Q4 | $539K | Buy |
1,764
+80
| +5% | +$24.4K | 0.03% | 245 |
|
2020
Q3 | $389K | Buy |
1,684
+432
| +35% | +$99.8K | 0.03% | 253 |
|
2020
Q2 | $299 | Buy |
+1,252
| New | +$299 | ﹤0.01% | 275 |
|
2019
Q1 | – | Sell |
-1,811
| Closed | -$233K | – | 347 |
|
2018
Q4 | $233K | Buy |
+1,811
| New | +$233K | 0.02% | 373 |
|