Moloney Securities Asset 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
$300K Sell
968
-500
-34% -$155K 0.04% 362
2025
Q1
$384K Sell
1,468
-3,350
-70% -$877K 0.05% 298
2024
Q4
$1.42M Hold
4,818
0.19% 133
2024
Q3
$1.33M Buy
4,818
+1,450
+43% +$399K 0.18% 134
2024
Q2
$833K Buy
3,368
+2,400
+248% +$594K 0.12% 196
2024
Q1
$252K Buy
+968
New +$252K 0.04% 372
2022
Q1
Sell
-3,703
Closed -$1.04M 416
2021
Q4
$1.04M Buy
3,703
+319
+9% +$89.7K 0.18% 139
2021
Q3
$965K Buy
3,384
+533
+19% +$152K 0.18% 151
2021
Q2
$832K Buy
+2,851
New +$832K 0.15% 174