Moneta Group Investment Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
961
+73
| +8% | +$22.6K | ﹤0.01% | 564 |
|
|
2025
Q1 | $232K | Buy |
888
+30
| +3% | +$7.85K | ﹤0.01% | 589 |
|
|
2024
Q4 | $254K | Sell |
858
-222
| -21% | -$65.6K | ﹤0.01% | 581 |
|
|
2024
Q3 | $298K | Buy |
1,080
+62
| +6% | +$17.1K | ﹤0.01% | 519 |
|
|
2024
Q2 | $252K | Sell |
1,018
-109
| -10% | -$27K | ﹤0.01% | 525 |
|
|
2024
Q1 | $293K | Buy |
1,127
+133
| +13% | +$34.6K | ﹤0.01% | 494 |
|
|
2023
Q4 | $242K | Buy |
994
+20
| +2% | +$4.87K | ﹤0.01% | 492 |
|
|
2023
Q3 | $202K | Buy |
+974
| New | +$202K | ﹤0.01% | 491 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 594 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 452 |
|