Investment House LLC’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.8M Sell
64,119
-431
-0.7% -$133K 1% 28
2025
Q1
$16.9M Buy
64,550
+1,520
+2% +$398K 0.96% 28
2024
Q4
$18.6M Sell
63,030
-395
-0.6% -$117K 1.01% 26
2024
Q3
$17.5M Buy
63,425
+103
+0.2% +$28.4K 0.94% 25
2024
Q2
$15.7M Buy
63,322
+487
+0.8% +$121K 0.89% 28
2024
Q1
$16.4M Buy
62,835
+7,715
+14% +$2.01M 0.96% 27
2023
Q4
$13.4M Buy
55,120
+140
+0.3% +$34.1K 0.95% 28
2023
Q3
$11.4M Sell
54,980
-1,399
-2% -$289K 0.9% 28
2023
Q2
$11.5M Sell
56,379
-1,078
-2% -$221K 0.86% 35
2023
Q1
$12M Buy
57,457
+43
+0.1% +$8.95K 0.98% 31
2022
Q4
$10.7M Sell
57,414
-2,390
-4% -$447K 1% 34
2022
Q3
$11.2M Buy
59,804
+1,024
+2% +$191K 1.04% 27
2022
Q2
$10.1M Buy
58,780
+5,410
+10% +$930K 0.89% 37
2022
Q1
$11.4M Buy
53,370
+1,050
+2% +$225K 0.83% 35
2021
Q4
$14.7M Buy
52,320
+3,540
+7% +$995K 0.94% 35
2021
Q3
$13.9M Buy
48,780
+235
+0.5% +$67K 1.01% 29
2021
Q2
$14.2M Buy
48,545
+270
+0.6% +$78.8K 1% 26
2021
Q1
$13.4M Sell
48,275
-440
-0.9% -$122K 1.04% 25
2020
Q4
$14.9M Sell
48,715
-140
-0.3% -$42.7K 1.05% 24
2020
Q3
$11.3M Sell
48,855
-695
-1% -$161K 0.88% 32
2020
Q2
$11.9M Sell
49,550
-1,125
-2% -$269K 1.04% 23
2020
Q1
$7.91M Sell
50,675
-260
-0.5% -$40.6K 0.9% 30
2019
Q4
$9.35M Sell
50,935
-1,540
-3% -$283K 0.87% 34
2019
Q3
$7.75M Buy
52,475
+145
+0.3% +$21.4K 0.78% 38
2019
Q2
$8.53M Buy
52,330
+200
+0.4% +$32.6K 0.89% 34
2019
Q1
$8.12M Buy
52,130
+590
+1% +$91.9K 0.88% 34
2018
Q4
$6.63M Buy
51,540
+1,860
+4% +$239K 0.83% 40
2018
Q3
$7.76M Buy
49,680
+1,255
+3% +$196K 0.83% 39
2018
Q2
$6.35M Sell
48,425
-50
-0.1% -$6.55K 0.74% 43
2018
Q1
$6.09M Buy
48,475
+530
+1% +$66.6K 0.74% 44
2017
Q4
$5.03M Buy
47,945
+250
+0.5% +$26.2K 0.61% 52
2017
Q3
$5.35M Buy
47,695
+80
+0.2% +$8.98K 0.7% 49
2017
Q2
$4.8M Buy
47,615
+475
+1% +$47.9K 0.65% 55
2017
Q1
$4.08M Sell
47,140
-525
-1% -$45.4K 0.57% 61
2016
Q4
$3.53M Hold
47,665
0.54% 64
2016
Q3
$3.45M Hold
47,665
0.52% 63
2016
Q2
$2.58M Sell
47,665
-185
-0.4% -$10K 0.41% 78
2016
Q1
$2.79M Buy
47,850
+75
+0.2% +$4.37K 0.44% 73
2015
Q4
$2.91M Buy
47,775
+1,330
+3% +$81K 0.47% 70
2015
Q3
$2.05M Sell
46,445
-2,700
-5% -$119K 0.36% 82
2015
Q2
$2.46M Buy
49,145
+100
+0.2% +$5.01K 0.4% 79
2015
Q1
$2.88M Buy
49,045
+475
+1% +$27.8K 0.46% 73
2014
Q4
$2.92M Buy
48,570
+1,875
+4% +$113K 0.47% 73
2014
Q3
$2.57M Buy
46,695
+540
+1% +$29.8K 0.43% 70
2014
Q2
$2.6M Buy
46,155
+1,025
+2% +$57.8K 0.45% 70
2014
Q1
$2.22M Buy
45,130
+2,370
+6% +$117K 0.39% 75
2013
Q4
$2.15M Buy
42,760
+6,315
+17% +$318K 0.39% 74
2013
Q3
$1.5M Buy
36,445
+1,825
+5% +$75.1K 0.3% 79
2013
Q2
$1.18M Buy
+34,620
New +$1.18M 0.25% 84