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