Jacobsen Capital Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+707
| New | +$219K | 0.08% | 103 |
|
|
2025
Q1 | – | Sell |
-682
| Closed | -$202K | – | 101 |
|
|
2024
Q4 | $202K | Buy |
+682
| New | +$202K | 0.09% | 94 |
|
|
2023
Q1 | – | Sell |
-7,318
| Closed | -$1.37M | – | 72 |
|
|
2022
Q4 | $1.37M | Sell |
7,318
-818
| -10% | -$153K | 0.73% | 30 |
|
|
2022
Q3 | $1.52M | Buy |
8,136
+89
| +1% | +$16.6K | 0.87% | 23 |
|
|
2022
Q2 | $1.38M | Sell |
8,047
-368
| -4% | -$63.3K | 0.74% | 31 |
|
|
2022
Q1 | $1.8M | Buy |
8,415
+1,396
| +20% | +$299K | 0.83% | 26 |
|
|
2021
Q4 | $1.97M | Buy |
+7,019
| New | +$1.97M | 0.93% | 24 |
|