Meritage Portfolio Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.52M Sell
30,742
-1,783
-5% -$552K 0.6% 41
2025
Q1
$8.52M Sell
32,525
-980
-3% -$257K 0.56% 45
2024
Q4
$9.9M Sell
33,505
-674
-2% -$199K 0.61% 39
2024
Q3
$9.42M Sell
34,179
-327
-0.9% -$90.1K 0.58% 39
2024
Q2
$8.54M Sell
34,506
-329
-0.9% -$81.4K 0.54% 44
2024
Q1
$9.07M Sell
34,835
-1,429
-4% -$372K 0.58% 43
2023
Q4
$8.83M Buy
36,264
+2,337
+7% +$569K 0.58% 39
2023
Q3
$7.02M Hold
33,927
0.52% 50
2023
Q2
$6.94M Sell
33,927
-1,526
-4% -$312K 0.49% 56
2023
Q1
$7.38M Sell
35,453
-424
-1% -$88.3K 0.55% 49
2022
Q4
$6.7M Sell
35,877
-2,292
-6% -$428K 0.52% 62
2022
Q3
$7.13M Buy
+38,169
New +$7.13M 0.59% 42