Morris Financial Concepts’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
974
-3
| -0.3% | -$929 | 0.12% | 100 |
|
|
2025
Q1 | $256K | Hold |
977
| – | – | 0.11% | 109 |
|
|
2024
Q4 | $289K | Hold |
977
| – | – | 0.12% | 98 |
|
|
2024
Q3 | $269K | Sell |
977
-102
| -9% | -$28.1K | 0.12% | 98 |
|
|
2024
Q2 | $267K | Sell |
1,079
-6
| -0.6% | -$1.49K | 0.13% | 88 |
|
|
2024
Q1 | $283K | Hold |
1,085
| – | – | 0.14% | 84 |
|
|
2023
Q4 | $264K | Buy |
+1,085
| New | +$264K | 0.15% | 84 |
|