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