Kozak & Associates’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
575
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $150K | Hold |
575
| – | – | 0.04% | 83 |
|
|
2024
Q4 | $169K | Hold |
575
| – | – | 0.04% | 85 |
|
|
2024
Q3 | $166K | Hold |
575
| – | – | 0.04% | 85 |
|
|
2024
Q2 | $142K | Hold |
575
| – | – | 0.04% | 87 |
|
|
2024
Q1 | $127K | Hold |
575
| – | – | 0.03% | 88 |
|
|
2023
Q4 | $139K | Hold |
575
| – | – | 0.04% | 84 |
|
|
2023
Q3 | $121K | Hold |
575
| – | – | 0.04% | 93 |
|
|
2023
Q2 | $117K | Hold |
575
| – | – | 0.05% | 98 |
|
|
2023
Q1 | $120K | Hold |
575
| – | – | 0.05% | 99 |
|
|
2022
Q4 | $107K | Hold |
575
| – | – | 0.05% | 102 |
|
|
2022
Q3 | $110K | Hold |
575
| – | – | 0.07% | 99 |
|
|
2022
Q2 | $99K | Hold |
575
| – | – | 0.07% | 105 |
|
|
2022
Q1 | $115K | Hold |
575
| – | – | 0.07% | 103 |
|
|
2021
Q4 | $115K | Hold |
575
| – | – | 0.07% | 103 |
|
|
2021
Q3 | $188K | Buy |
+575
| New | +$188K | 0.11% | 82 |
|