FSB Premier Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $447K | Sell |
1,445
-5
| -0.3% | -$1.55K | 0.16% | 138 |
|
2025
Q1 | $380K | Buy |
1,450
+280
| +24% | +$73.3K | 0.15% | 144 |
|
2024
Q4 | $346K | Buy |
1,170
+100
| +9% | +$29.6K | 0.14% | 154 |
|
2024
Q3 | $295K | Buy |
1,070
+256
| +31% | +$70.5K | 0.12% | 168 |
|
2024
Q2 | $201K | Buy |
+814
| New | +$201K | 0.09% | 180 |
|
2022
Q1 | – | Sell |
-8
| Closed | -$2K | – | 144 |
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 484 |
|