Gofen & Glossberg’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $209K | Sell |
1,119
-266
| -19% | -$49.7K | 0.01% | 518 |
|
|
2022
Q3 | $259K | Buy |
1,385
+43
| +3% | +$8.04K | 0.01% | 441 |
|
|
2022
Q2 | $231K | Buy |
1,342
+406
| +43% | +$69.9K | 0.01% | 471 |
|
|
2022
Q1 | $201K | Buy |
+936
| New | +$201K | ﹤0.01% | 554 |
|
|
2019
Q2 | – | Sell |
-2,585
| Closed | -$403K | – | 449 |
|
|
2019
Q1 | $403K | Hold |
2,585
| – | – | 0.01% | 308 |
|
|
2018
Q4 | $332K | Sell |
2,585
-78
| -3% | -$10K | 0.01% | 317 |
|
|
2018
Q3 | $416K | Buy |
2,663
+1
| +0% | +$156 | 0.01% | 310 |
|
|
2018
Q2 | $349K | Hold |
2,662
| – | – | 0.01% | 330 |
|
|
2018
Q1 | $334K | Hold |
2,662
| – | – | 0.01% | 347 |
|
|
2017
Q4 | $279K | Hold |
2,662
| – | – | 0.01% | 398 |
|
|
2017
Q3 | $299K | Hold |
2,662
| – | – | 0.01% | 380 |
|
|
2017
Q2 | $268K | Hold |
2,662
| – | – | 0.01% | 393 |
|
|
2017
Q1 | $230K | Sell |
2,662
-100
| -4% | -$8.64K | 0.01% | 411 |
|
|
2016
Q4 | $204K | Buy |
+2,762
| New | +$204K | 0.01% | 419 |
|
|
2014
Q2 | – | Sell |
-2,650
| Closed | -$139K | – | 452 |
|
|
2014
Q1 | $139K | Sell |
2,650
-100
| -4% | -$5.25K | 0.01% | 453 |
|
|
2013
Q4 | $138K | Buy |
+2,750
| New | +$138K | 0.01% | 449 |
|