Moss Adams Wealth 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 | $1.3M | Buy |
4,200
+335
| +9% | +$104K | 0.12% | 59 |
|
|
2025
Q1 | $1.01M | Sell |
3,865
-3
| -0.1% | -$785 | 0.11% | 66 |
|
|
2024
Q4 | $1.14M | Buy |
3,868
+52
| +1% | +$15.4K | 0.12% | 53 |
|
|
2024
Q3 | $1.05M | Buy |
3,816
+168
| +5% | +$46.3K | 0.12% | 54 |
|
|
2024
Q2 | $903K | Sell |
3,648
-55
| -1% | -$13.6K | 0.12% | 52 |
|
|
2024
Q1 | $964K | Buy |
3,703
+198
| +6% | +$51.6K | 0.15% | 46 |
|
|
2023
Q4 | $853K | Buy |
3,505
+10
| +0.3% | +$2.44K | 0.18% | 37 |
|
|
2023
Q3 | $723K | Sell |
3,495
-16
| -0.5% | -$3.31K | 0.25% | 32 |
|
|
2023
Q2 | $718K | Buy |
3,511
+59
| +2% | +$12.1K | 0.23% | 34 |
|
|
2023
Q1 | $719K | Sell |
3,452
-192
| -5% | -$40K | 0.24% | 33 |
|
|
2022
Q4 | $681K | Buy |
+3,644
| New | +$681K | 0.34% | 47 |
|