HB 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 | $2.13M | Buy |
6,865
+73
| +1% | +$22.6K | 0.02% | 353 |
|
|
2025
Q1 | $1.78M | Buy |
6,792
+1,728
| +34% | +$452K | 0.01% | 399 |
|
|
2024
Q4 | $1.5M | Sell |
5,064
-167
| -3% | -$49.4K | 0.02% | 341 |
|
|
2024
Q3 | $1.44M | Buy |
5,231
+857
| +20% | +$236K | 0.02% | 326 |
|
|
2024
Q2 | $1.08M | Buy |
4,374
+354
| +9% | +$87.6K | 0.01% | 352 |
|
|
2024
Q1 | $1.05M | Buy |
4,020
+908
| +29% | +$236K | 0.01% | 344 |
|
|
2023
Q4 | $758K | Buy |
3,112
+112
| +4% | +$27.3K | 0.01% | 367 |
|
|
2023
Q3 | $621K | Buy |
3,000
+610
| +26% | +$126K | 0.01% | 386 |
|
|
2023
Q2 | $489K | Buy |
2,390
+139
| +6% | +$28.4K | 0.01% | 421 |
|
|
2023
Q1 | $469K | Buy |
2,251
+237
| +12% | +$49.3K | 0.01% | 425 |
|
|
2022
Q4 | $376K | Buy |
2,014
+59
| +3% | +$11K | 0.01% | 468 |
|
|
2022
Q3 | $365K | Buy |
1,955
+600
| +44% | +$112K | 0.01% | 399 |
|
|
2022
Q2 | $233K | Sell |
1,355
-20
| -1% | -$3.44K | ﹤0.01% | 503 |
|
|
2022
Q1 | $295K | Buy |
1,375
+557
| +68% | +$120K | 0.01% | 458 |
|
|
2021
Q4 | $230K | Buy |
+818
| New | +$230K | ﹤0.01% | 451 |
|