Gladstone Institutional Advisory’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,050
| Closed | -$310K | – | 715 |
|
|
2024
Q4 | $310K | Sell |
1,050
-7
| -0.7% | -$2.07K | 0.01% | 575 |
|
|
2024
Q3 | $291K | Buy |
1,057
+2
| +0.2% | +$551 | 0.01% | 580 |
|
|
2024
Q2 | $261K | Sell |
1,055
-94
| -8% | -$23.3K | 0.01% | 571 |
|
|
2024
Q1 | $299K | Buy |
+1,149
| New | +$299K | 0.02% | 529 |
|
|
2023
Q2 | – | Sell |
-3,846
| Closed | -$801K | – | 631 |
|
|
2023
Q1 | $801K | Buy |
3,846
+163
| +4% | +$33.9K | 0.05% | 328 |
|
|
2022
Q4 | $688K | Buy |
+3,683
| New | +$688K | 0.05% | 342 |
|
|
2022
Q2 | – | Sell |
-2,112
| Closed | -$453K | – | 646 |
|
|
2022
Q1 | $453K | Buy |
+2,112
| New | +$453K | 0.03% | 449 |
|
|
2020
Q2 | – | Sell |
-1,355
| Closed | -$212K | – | 243 |
|
|
2020
Q1 | $212K | Sell |
1,355
-22
| -2% | -$3.44K | 0.05% | 241 |
|
|
2019
Q4 | $252K | Sell |
1,377
-21
| -2% | -$3.84K | 0.06% | 219 |
|
|
2019
Q3 | $206K | Sell |
1,398
-23
| -2% | -$3.39K | 0.05% | 265 |
|
|
2019
Q2 | $231K | Buy |
+1,421
| New | +$231K | 0.07% | 238 |
|