J.W. Cole Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
1,999
-668
| -25% | -$207K | 0.01% | 842 |
|
|
2025
Q1 | $698K | Buy |
2,667
+1,053
| +65% | +$276K | 0.02% | 663 |
|
|
2024
Q4 | $477K | Buy |
1,614
+93
| +6% | +$27.5K | 0.02% | 618 |
|
|
2024
Q3 | $419K | Buy |
1,521
+631
| +71% | +$174K | 0.02% | 665 |
|
|
2024
Q2 | $220K | Buy |
+890
| New | +$220K | 0.01% | 819 |
|