Mitchell & Pahl Private Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Hold |
2,366
| – | – | 0.32% | 110 |
|
|
2025
Q1 | $619K | Sell |
2,366
-8
| -0.3% | -$2.09K | 0.29% | 113 |
|
|
2024
Q4 | $702K | Sell |
2,374
-33
| -1% | -$9.75K | 0.33% | 104 |
|
|
2024
Q3 | $663K | Sell |
2,407
-27
| -1% | -$7.44K | 0.31% | 114 |
|
|
2024
Q2 | $602K | Hold |
2,434
| – | – | 0.32% | 108 |
|
|
2024
Q1 | $634K | Sell |
2,434
-7
| -0.3% | -$1.82K | 0.33% | 111 |
|
|
2023
Q4 | $594K | Sell |
2,441
-13
| -0.5% | -$3.17K | 0.34% | 111 |
|
|
2023
Q3 | $508K | Sell |
2,454
-15
| -0.6% | -$3.1K | 0.3% | 112 |
|
|
2023
Q2 | $505K | Sell |
2,469
-1
| -0% | -$205 | 0.3% | 114 |
|
|
2023
Q1 | $514K | Sell |
2,470
-37
| -1% | -$7.7K | 0.32% | 105 |
|
|
2022
Q4 | $468K | Sell |
2,507
-83
| -3% | -$15.5K | 0.31% | 112 |
|
|
2022
Q3 | $484K | Sell |
2,590
-54
| -2% | -$10.1K | 0.36% | 99 |
|
|
2022
Q2 | $455K | Sell |
2,644
-158
| -6% | -$27.2K | 0.32% | 103 |
|
|
2022
Q1 | $601K | Sell |
2,802
-25
| -0.9% | -$5.36K | 0.38% | 88 |
|
|
2021
Q4 | $795K | Sell |
2,827
-389
| -12% | -$109K | 0.51% | 67 |
|
|
2021
Q3 | $917K | Sell |
3,216
-20
| -0.6% | -$5.7K | 0.66% | 52 |
|
|
2021
Q2 | $945K | Sell |
3,236
-7
| -0.2% | -$2.04K | 0.68% | 51 |
|
|
2021
Q1 | $899K | Sell |
3,243
-21
| -0.6% | -$5.82K | 0.7% | 51 |
|
|
2020
Q4 | $997K | Buy |
+3,264
| New | +$997K | 0.84% | 42 |
|