Morningstar Investment Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.39M | Sell |
9,122
-13,609
| -60% | -$3.56M | 0.44% | 55 |
|
|
2024
Q4 | $6.72M | Sell |
22,731
-218,721
| -91% | -$64.7M | 0.61% | 49 |
|
|
2024
Q3 | $65.7M | Sell |
241,452
-3,889
| -2% | -$1.06M | 0.67% | 44 |
|
|
2024
Q2 | $59.8M | Sell |
245,341
-802
| -0.3% | -$195K | 0.65% | 43 |
|
|
2024
Q1 | $64.2M | Sell |
246,143
-245,081
| -50% | -$64M | 0.71% | 41 |
|
|
2023
Q4 | $120M | Buy |
491,224
+382,026
| +350% | +$93.6M | 0.68% | 43 |
|
|
2023
Q3 | $22.7M | Buy |
109,198
+347
| +0.3% | +$72.1K | 0.29% | 91 |
|
|
2023
Q2 | $22.4M | Sell |
108,851
-2,015
| -2% | -$416K | 0.29% | 92 |
|
|
2023
Q1 | $22.3M | Sell |
110,866
-1,483
| -1% | -$298K | 0.3% | 90 |
|
|
2022
Q4 | $21.1M | Sell |
112,349
-968
| -0.9% | -$181K | 0.29% | 93 |
|
|
2022
Q3 | $23.8M | Buy |
+113,317
| New | +$23.8M | 0.34% | 84 |
|
|
2015
Q4 | – | Sell |
-50,259
| Closed | -$2.22M | – | 211 |
|
|
2015
Q3 | $2.22M | Buy |
+50,259
| New | +$2.22M | 0.09% | 139 |
|
|
2014
Q1 | – | Sell |
-48,413
| Closed | -$2.44M | – | 200 |
|
|
2013
Q4 | $2.44M | Buy |
48,413
+10,417
| +27% | +$524K | 0.18% | 109 |
|
|
2013
Q3 | $1.62M | Buy |
37,996
+6,183
| +19% | +$263K | 0.14% | 118 |
|
|
2013
Q2 | $1.08M | Buy |
+31,813
| New | +$1.08M | 0.11% | 131 |
|