Homrich & Berg’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $275K | Sell |
963
-30
| -3% | -$8.57K | 0.01% | 375 |
|
|
2021
Q2 | $290K | Buy |
993
+24
| +2% | +$7.01K | 0.01% | 373 |
|
|
2021
Q1 | $269K | Sell |
969
-51
| -5% | -$14.2K | 0.01% | 353 |
|
|
2020
Q4 | $311K | Buy |
+1,020
| New | +$311K | 0.01% | 315 |
|
|
2018
Q1 | – | Sell |
-6,915
| Closed | -$725K | – | 330 |
|
|
2017
Q4 | $725K | Buy |
6,915
+110
| +2% | +$11.5K | 0.05% | 162 |
|
|
2017
Q3 | $764K | Buy |
+6,805
| New | +$764K | 0.06% | 139 |
|