LGT Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05K | Buy |
26
+5
| +24% | +$1.55K | 0.02% | 228 |
|
|
2025
Q1 | $5.5K | Sell |
21
-130
| -86% | -$34K | 0.02% | 217 |
|
|
2024
Q4 | $44.6K | Hold |
151
| – | – | 0.1% | 164 |
|
|
2024
Q3 | $41.6K | Sell |
151
-100
| -40% | -$27.5K | 0.1% | 152 |
|
|
2024
Q2 | $62.1K | Sell |
251
-391
| -61% | -$96.8K | 0.13% | 137 |
|
|
2024
Q1 | $167K | Sell |
642
-28
| -4% | -$7.29K | 0.19% | 122 |
|
|
2023
Q4 | $163K | Buy |
670
+15
| +2% | +$3.65K | 0.2% | 120 |
|
|
2023
Q3 | $136K | Buy |
+655
| New | +$136K | 0.17% | 129 |
|