LifePlan Financial’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
3,616
-363
| -9% | -$112K | 0.93% | 31 |
|
|
2025
Q1 | $1.04M | Buy |
3,979
+402
| +11% | +$105K | 0.91% | 30 |
|
|
2024
Q4 | $1.06M | Sell |
3,577
-41
| -1% | -$12.1K | 0.93% | 30 |
|
|
2024
Q3 | $997K | Buy |
3,618
+325
| +10% | +$89.5K | 0.86% | 34 |
|
|
2024
Q2 | $815K | Buy |
3,293
+30
| +0.9% | +$7.42K | 0.75% | 39 |
|
|
2024
Q1 | $850K | Buy |
3,263
+1,002
| +44% | +$261K | 0.78% | 41 |
|
|
2023
Q4 | $551K | Buy |
+2,261
| New | +$551K | 0.55% | 55 |
|