Heron Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $263K | Sell |
1,286
-79
| -6% | -$16.2K | 0.14% | 119 |
|
|
2023
Q1 | $284K | Buy |
1,365
+70
| +5% | +$14.6K | 0.16% | 114 |
|
|
2022
Q4 | $236K | Hold |
1,295
| – | – | 0.16% | 110 |
|
|
2022
Q3 | $242K | Hold |
1,295
| – | – | 0.15% | 114 |
|
|
2022
Q2 | $223K | Buy |
1,295
+130
| +11% | +$22.4K | 0.14% | 123 |
|
|
2022
Q1 | $250K | Hold |
1,165
| – | – | 0.13% | 122 |
|
|
2021
Q4 | $291K | Hold |
1,165
| – | – | 0.16% | 113 |
|
|
2021
Q3 | $332K | Sell |
1,165
-170
| -13% | -$48.4K | 0.18% | 103 |
|
|
2021
Q2 | $390K | Sell |
1,335
-255
| -16% | -$74.5K | 0.22% | 94 |
|
|
2021
Q1 | $451K | Sell |
1,590
-45
| -3% | -$12.8K | 0.27% | 82 |
|
|
2020
Q4 | $515K | Hold |
1,635
| – | – | 0.36% | 67 |
|
|
2020
Q3 | $374K | Hold |
1,635
| – | – | 0.3% | 79 |
|
|
2020
Q2 | $399K | Sell |
1,635
-55
| -3% | -$13.4K | 0.36% | 71 |
|
|
2020
Q1 | $291K | Sell |
1,690
-400
| -19% | -$68.9K | 0.3% | 79 |
|
|
2019
Q4 | $430K | Buy |
+2,090
| New | +$430K | 0.36% | 71 |
|