Heron Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $451K | Sell |
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|
2020
Q4 | $515K | Hold |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $399K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $430K | Buy |
|