Nadler Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+763
| New | +$236K | 0.02% | 117 |
|
|
2025
Q1 | – | Sell |
-763
| Closed | -$226K | – | 125 |
|
|
2024
Q4 | $226K | Hold |
763
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $210K | Buy |
+763
| New | +$210K | 0.02% | 114 |
|
|
2022
Q1 | – | Sell |
-830
| Closed | -$233K | – | 121 |
|
|
2021
Q4 | $233K | Hold |
830
| – | – | 0.03% | 115 |
|
|
2021
Q3 | $237K | Sell |
830
-310
| -27% | -$88.5K | 0.04% | 106 |
|
|
2021
Q2 | $333K | Sell |
1,140
-350
| -23% | -$102K | 0.05% | 85 |
|
|
2021
Q1 | $413K | Buy |
1,490
+10
| +0.7% | +$2.77K | 0.07% | 70 |
|
|
2020
Q4 | $452K | Buy |
1,480
+80
| +6% | +$24.4K | 0.09% | 67 |
|
|
2020
Q3 | $323K | Hold |
1,400
| – | – | 0.07% | 75 |
|
|
2020
Q2 | $335K | Hold |
1,400
| – | – | 0.08% | 69 |
|
|
2020
Q1 | $219K | Hold |
1,400
| – | – | 0.07% | 79 |
|
|
2019
Q4 | $257K | Hold |
1,400
| – | – | 0.06% | 78 |
|
|
2019
Q3 | $207K | Hold |
1,400
| – | – | 0.06% | 82 |
|
|
2019
Q2 | $228K | Hold |
1,400
| – | – | 0.07% | 73 |
|
|
2019
Q1 | $218K | Buy |
+1,400
| New | +$218K | 0.07% | 73 |
|
|
2018
Q4 | – | Sell |
-1,440
| Closed | -$225K | – | 81 |
|
|
2018
Q3 | $225K | Buy |
+1,440
| New | +$225K | 0.06% | 79 |
|