Golden State 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 | $91.9K | Buy |
297
+204
| +219% | +$63.2K | 0.01% | 503 |
|
|
2025
Q1 | $24.3K | Buy |
93
+7
| +8% | +$1.83K | ﹤0.01% | 758 |
|
|
2024
Q4 | $25.4K | Buy |
+86
| New | +$25.4K | ﹤0.01% | 709 |
|
|
2022
Q1 | – | Sell |
-1,114
| Closed | -$313K | – | 307 |
|
|
2021
Q4 | $313K | Buy |
+1,114
| New | +$313K | 0.05% | 282 |
|
|
2021
Q1 | – | Sell |
-721
| Closed | -$220K | – | 201 |
|
|
2020
Q4 | $220K | Buy |
+721
| New | +$220K | 0.06% | 219 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$31K | – | 204 |
|
|
2020
Q1 | $31K | Buy |
+200
| New | +$31K | 0.01% | 431 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$30K | – | 74 |
|
|
2019
Q3 | $30K | Sell |
200
-1,200
| -86% | -$180K | 0.01% | 536 |
|
|
2019
Q2 | $228K | Sell |
1,400
-75
| -5% | -$12.2K | 0.07% | 204 |
|
|
2019
Q1 | $230K | Buy |
+1,475
| New | +$230K | 0.08% | 208 |
|