Gitterman 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 | $569K | Buy |
+1,840
| New | +$569K | 0.13% | 39 |
|
|
2025
Q1 | – | Sell |
-701
| Closed | -$207K | – | 133 |
|
|
2024
Q4 | $207K | Sell |
701
-36
| -5% | -$10.6K | 0.09% | 116 |
|
|
2024
Q3 | $203K | Buy |
+737
| New | +$203K | 0.08% | 123 |
|
|
2023
Q4 | – | Sell |
-1,932
| Closed | -$400K | – | 91 |
|
|
2023
Q3 | $400K | Buy |
+1,932
| New | +$400K | 0.19% | 26 |
|