Marietta Investment Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,860
| Closed | -$399K | – | 170 |
|
|
2022
Q1 | $399K | Sell |
1,860
-115
| -6% | -$24.7K | 0.09% | 141 |
|
|
2021
Q4 | $555K | Buy |
1,975
+17
| +0.9% | +$4.78K | 0.12% | 126 |
|
|
2021
Q3 | $558K | Hold |
1,958
| – | – | 0.13% | 120 |
|
|
2021
Q2 | $572K | Sell |
1,958
-60
| -3% | -$17.5K | 0.13% | 116 |
|
|
2021
Q1 | $559K | Hold |
2,018
| – | – | 0.14% | 111 |
|
|
2020
Q4 | $616K | Hold |
2,018
| – | – | 0.16% | 93 |
|
|
2020
Q3 | $466K | Buy |
2,018
+175
| +9% | +$40.4K | 0.14% | 97 |
|
|
2020
Q2 | $441K | Buy |
1,843
+200
| +12% | +$47.9K | 0.15% | 92 |
|
|
2020
Q1 | $256K | Buy |
+1,643
| New | +$256K | 0.11% | 112 |
|