GeoWealth 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 | $1.03M | Sell |
3,327
-68
| -2% | -$21.1K | 0.04% | 248 |
|
|
2025
Q1 | $889K | Sell |
3,395
-61
| -2% | -$16K | 0.04% | 298 |
|
|
2024
Q4 | $1.02M | Buy |
3,456
+467
| +16% | +$138K | 0.03% | 292 |
|
|
2024
Q3 | $823K | Buy |
2,989
+91
| +3% | +$25.1K | 0.03% | 352 |
|
|
2024
Q2 | $717K | Buy |
2,898
+523
| +22% | +$129K | 0.03% | 344 |
|
|
2024
Q1 | $618K | Buy |
2,375
+1,336
| +129% | +$348K | 0.02% | 392 |
|
|
2023
Q4 | $253K | Buy |
+1,039
| New | +$253K | 0.02% | 452 |
|