Mather Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$892K Buy
2,883
+280
+11% +$86.7K 0.01% 280
2025
Q1
$681K Buy
2,603
+307
+13% +$80.4K 0.01% 319
2024
Q4
$678K Buy
2,296
+217
+10% +$64.1K 0.01% 294
2024
Q3
$573K Sell
2,079
-135
-6% -$37.2K 0.01% 342
2024
Q2
$577K Buy
2,214
+342
+18% +$89.1K 0.01% 384
2024
Q1
$456K Sell
1,872
-41
-2% -$9.98K 0.01% 357
2023
Q4
$466K Sell
1,913
-8
-0.4% -$1.95K 0.01% 365
2023
Q3
$398K Buy
1,921
+455
+31% +$94.2K 0.01% 375
2023
Q2
$300K Buy
1,466
+353
+32% +$72.2K ﹤0.01% 457
2023
Q1
$232K Sell
1,113
-132
-11% -$27.5K ﹤0.01% 460
2022
Q4
$233K Sell
1,245
-362
-23% -$67.7K ﹤0.01% 436
2022
Q3
$300K Sell
1,607
-1,982
-55% -$370K 0.01% 366
2022
Q2
$617K Buy
3,589
+2,225
+163% +$383K 0.01% 226
2022
Q1
$292K Buy
1,364
+352
+35% +$75.4K 0.01% 346
2021
Q4
$285K Buy
1,012
+213
+27% +$60K 0.01% 305
2021
Q3
$228K Buy
+799
New +$228K 0.01% 261