Marshall Financial Group (Maryland)’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
4,395
-226
| -5% | -$71.3K | 0.27% | 78 |
|
|
2025
Q1 | $1.21M | Buy |
4,621
+167
| +4% | +$43.7K | 0.26% | 87 |
|
|
2024
Q4 | $1.32M | Sell |
4,454
-37
| -0.8% | -$10.9K | 0.32% | 75 |
|
|
2024
Q3 | $1.24M | Buy |
4,491
+35
| +0.8% | +$9.64K | 0.3% | 85 |
|
|
2024
Q2 | $1.1M | Buy |
4,456
+242
| +6% | +$59.9K | 0.31% | 85 |
|
|
2024
Q1 | $1.1M | Buy |
4,214
+303
| +8% | +$78.9K | 0.32% | 84 |
|
|
2023
Q4 | $952K | Buy |
3,911
+591
| +18% | +$144K | 0.31% | 83 |
|
|
2023
Q3 | $687K | Buy |
3,320
+193
| +6% | +$39.9K | 0.25% | 107 |
|
|
2023
Q2 | $640K | Buy |
3,127
+172
| +6% | +$35.2K | 0.22% | 114 |
|
|
2023
Q1 | $615K | Buy |
+2,955
| New | +$615K | 0.22% | 121 |
|