Lake Street Advisors Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $615K | Buy |
2,081
+213
| +11% | +$63K | 0.03% | 298 |
|
|
2024
Q3 | $515K | Buy |
1,868
+29
| +2% | +$7.99K | 0.02% | 330 |
|
|
2024
Q2 | $455K | Sell |
1,839
-306
| -14% | -$75.7K | 0.02% | 343 |
|
|
2024
Q1 | $559K | Buy |
2,145
+46
| +2% | +$12K | 0.03% | 323 |
|
|
2023
Q4 | $511K | Buy |
+2,099
| New | +$511K | 0.03% | 325 |
|
|
2021
Q3 | – | Sell |
-995
| Closed | -$330K | – | 231 |
|
|
2021
Q2 | $330K | Buy |
995
+15
| +2% | +$4.98K | 0.02% | 227 |
|
|
2021
Q1 | $272K | Hold |
980
| – | – | 0.02% | 254 |
|
|
2020
Q4 | $299K | Buy |
980
+55
| +6% | +$16.8K | 0.02% | 223 |
|
|
2020
Q3 | $214K | Sell |
925
-37
| -4% | -$8.56K | 0.02% | 254 |
|
|
2020
Q2 | $230K | Buy |
+962
| New | +$230K | 0.02% | 238 |
|
|
2018
Q3 | – | Sell |
-2,046
| Closed | -$268K | – | 219 |
|
|
2018
Q2 | $268K | Sell |
2,046
-32
| -2% | -$4.19K | 0.03% | 249 |
|
|
2018
Q1 | $261K | Buy |
+2,078
| New | +$261K | 0.03% | 240 |
|