Moran Wealth 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 | $11.8M | Sell |
38,112
-354
| -0.9% | -$110K | 0.36% | 83 |
|
|
2025
Q1 | $10.1M | Buy |
38,466
+35,859
| +1,375% | +$9.39M | 0.34% | 95 |
|
|
2024
Q4 | $771K | Sell |
2,607
-12
| -0.5% | -$3.55K | 0.02% | 318 |
|
|
2024
Q3 | $721K | Sell |
2,619
-14
| -0.5% | -$3.86K | 0.02% | 332 |
|
|
2024
Q2 | $652K | Buy |
2,633
+1,119
| +74% | +$277K | 0.02% | 317 |
|
|
2024
Q1 | $394K | Buy |
1,514
+540
| +55% | +$141K | 0.01% | 347 |
|
|
2023
Q4 | $237K | Buy |
+974
| New | +$237K | 0.01% | 383 |
|