Leith Wheeler Investment Counsel’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34M | Buy |
109,859
+2,550
| +2% | +$789K | 2.42% | 10 |
|
2025
Q1 | $28.1M | Buy |
+107,309
| New | +$28.1M | 1.95% | 17 |
|
2024
Q3 | – | Sell |
-67,886
| Closed | -$16.8M | – | 62 |
|
2024
Q2 | $16.8M | Buy |
67,886
+17,595
| +35% | +$4.35M | 1.45% | 16 |
|
2024
Q1 | $13.1M | Buy |
50,291
+4,932
| +11% | +$1.28M | 1.27% | 22 |
|
2023
Q4 | $11M | Buy |
45,359
+18,430
| +68% | +$4.49M | 1.21% | 23 |
|
2023
Q3 | $5.57M | Buy |
26,929
+3,409
| +14% | +$705K | 0.74% | 45 |
|
2023
Q2 | $4.81M | Buy |
23,520
+4,230
| +22% | +$866K | 0.63% | 42 |
|
2023
Q1 | $4.02M | Buy |
19,290
+1,250
| +7% | +$260K | 0.59% | 41 |
|
2022
Q4 | $3.37M | Buy |
18,040
+3,330
| +23% | +$622K | 0.51% | 41 |
|
2022
Q3 | $2.75M | Buy |
14,710
+5,270
| +56% | +$984K | 0.46% | 34 |
|
2022
Q2 | $2.09M | Buy |
+9,440
| New | +$2.09M | 0.28% | 41 |
|