Jacobs & Co’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$699K	Buy	2,260 +24	+1%	+$7.42K	0.07%	92
2025 Q1	$585K	Hold	2,236	–	–	0.06%	95
2024 Q4	$660K	Sell	2,236 -24	-1%	-$7.08K	0.07%	93
2024 Q3	$622K	Hold	2,260	–	–	0.06%	94
2024 Q2	$559K	Hold	2,260	–	–	0.06%	95
2024 Q1	$588K	Hold	2,260	–	–	0.06%	95
2023 Q4	$550K	Sell	2,260 -46	-2%	-$11.2K	0.06%	95
2023 Q3	$477K	Hold	2,306	–	–	0.06%	97
2023 Q2	$471K	Hold	2,306	–	–	0.06%	97
2023 Q1	$480K	Hold	2,306	–	–	0.06%	96
2022 Q4	$430K	Sell	2,306 -100	-4%	-$18.6K	0.06%	100
2022 Q3	$449K	Buy	2,406 +250	+12%	+$46.7K	0.06%	98
2022 Q2	$370K	Hold	2,156	–	–	0.05%	96
2022 Q1	$462K	Hold	2,156	–	–	0.05%	95
2021 Q4	$606K	Hold	2,156	–	–	0.06%	93
2021 Q3	$614K	Sell	2,156 -36	-2%	-$10.3K	0.07%	91
2021 Q2	$639K	Hold	2,192	–	–	0.07%	91
2021 Q1	$607K	Hold	2,192	–	–	0.07%	91
2020 Q4	$669K	Hold	2,192	–	–	0.09%	89
2020 Q3	$506K	Hold	2,192	–	–	0.07%	88
2020 Q2	$524K	Hold	2,192	–	–	0.09%	89
2020 Q1	$342K	Hold	2,192	–	–	0.07%	102
2019 Q4	$402K	Hold	2,192	–	–	0.06%	104
2019 Q3	$323K	Hold	2,192	–	–	0.05%	111
2019 Q2	$357K	Hold	2,192	–	–	0.06%	111
2019 Q1	$341K	Hold	2,192	–	–	0.06%	118
2018 Q4	$282K	Hold	2,192	–	–	0.06%	110
2018 Q3	$342K	Hold	2,192	–	–	0.06%	108
2018 Q2	$287K	Hold	2,192	–	–	0.05%	111
2018 Q1	$275K	Hold	2,192	–	–	0.05%	113
2017 Q4	$229K	Hold	2,192	–	–	0.04%	122
2017 Q3	$246K	Hold	2,192	–	–	0.05%	119
2017 Q2	$220K	Buy	+2,192	New	+$220K	0.04%	123