Merit Financial 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 | $3.03M | Buy |
9,779
+2,796
| +40% | +$866K | 0.03% | 402 |
|
2025
Q1 | $1.83M | Buy |
6,983
+5,255
| +304% | +$1.38M | 0.03% | 449 |
|
2024
Q4 | $511K | Buy |
1,728
+790
| +84% | +$234K | 0.01% | 721 |
|
2024
Q3 | $258K | Sell |
938
-845
| -47% | -$233K | 0.01% | 705 |
|
2024
Q2 | $441K | Sell |
1,783
-789
| -31% | -$195K | 0.01% | 609 |
|
2024
Q1 | $553K | Buy |
2,572
+1,332
| +107% | +$287K | 0.01% | 548 |
|
2023
Q4 | $302K | Buy |
+1,240
| New | +$302K | 0.01% | 622 |
|
2023
Q2 | – | Sell |
-1,373
| Closed | -$286K | – | 740 |
|
2023
Q1 | $286K | Buy |
1,373
+94
| +7% | +$19.6K | 0.01% | 516 |
|
2022
Q4 | $239K | Buy |
1,279
+201
| +19% | +$37.6K | 0.01% | 593 |
|
2022
Q3 | $201K | Sell |
1,078
-116
| -10% | -$21.6K | 0.01% | 515 |
|
2022
Q2 | $205K | Buy |
+1,194
| New | +$205K | 0.01% | 507 |
|