LA
Legacy Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,059
| Closed | -$277K | – | 28 |
|
|
2025
Q1 | $277K | Buy |
1,059
+77
| +8% | +$20.2K | 0.03% | 345 |
|
|
2024
Q4 | $290K | Buy |
982
+32
| +3% | +$9.46K | 0.03% | 316 |
|
|
2024
Q3 | $262K | Buy |
+950
| New | +$262K | 0.03% | 315 |
|
|
2018
Q4 | – | Sell |
-43
| Closed | -$7K | – | 116 |
|
|
2018
Q3 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 382 |
|
|
2018
Q1 | – | Sell |
-175
| Closed | -$18K | – | 383 |
|
|
2017
Q4 | $18K | Buy |
+175
| New | +$18K | 0.02% | 197 |
|