Great Diamond Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
1,394
| – | – | 0.09% | 157 |
|
|
2025
Q1 | $365K | Sell |
1,394
-232
| -14% | -$60.7K | 0.1% | 129 |
|
|
2024
Q4 | $481K | Sell |
1,626
-24
| -1% | -$7.09K | 0.12% | 116 |
|
|
2024
Q3 | $455K | Sell |
1,650
-1,294
| -44% | -$356K | 0.12% | 121 |
|
|
2024
Q2 | $728K | Sell |
2,944
-40
| -1% | -$9.9K | 0.17% | 109 |
|
|
2024
Q1 | $777K | Sell |
2,984
-31
| -1% | -$8.07K | 0.18% | 107 |
|
|
2023
Q4 | $734K | Sell |
3,015
-31
| -1% | -$7.55K | 0.18% | 113 |
|
|
2023
Q3 | $630K | Sell |
3,046
-1
| -0% | -$207 | 0.17% | 115 |
|
|
2023
Q2 | $623K | Buy |
3,047
+150
| +5% | +$30.7K | 0.16% | 114 |
|
|
2023
Q1 | $603K | Sell |
2,897
-63
| -2% | -$13.1K | 0.17% | 113 |
|
|
2022
Q4 | $553K | Sell |
2,960
-17
| -0.6% | -$3.18K | 0.17% | 114 |
|
|
2022
Q3 | $556K | Sell |
2,977
-13
| -0.4% | -$2.43K | 0.19% | 105 |
|
|
2022
Q2 | $514K | Sell |
2,990
-5
| -0.2% | -$860 | 0.17% | 114 |
|
|
2022
Q1 | $641K | Sell |
2,995
-187
| -6% | -$40K | 0.18% | 105 |
|
|
2021
Q4 | $894K | Hold |
3,182
| – | – | 0.23% | 93 |
|
|
2021
Q3 | $907K | Sell |
3,182
-18
| -0.6% | -$5.13K | 0.25% | 89 |
|
|
2021
Q2 | $934K | Sell |
3,200
-11
| -0.3% | -$3.21K | 0.26% | 87 |
|
|
2021
Q1 | $889K | Sell |
3,211
-131
| -4% | -$36.3K | 0.27% | 87 |
|
|
2020
Q4 | $1.02M | Sell |
3,342
-153
| -4% | -$46.7K | 0.33% | 68 |
|
|
2020
Q3 | $807K | Buy |
3,495
+7
| +0.2% | +$1.62K | 0.3% | 65 |
|
|
2020
Q2 | $834K | Buy |
3,488
+8
| +0.2% | +$1.91K | 0.35% | 61 |
|
|
2020
Q1 | $543K | Sell |
3,480
-203
| -6% | -$31.7K | 0.28% | 69 |
|
|
2019
Q4 | $675K | Buy |
+3,683
| New | +$675K | 0.26% | 69 |
|