New World Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,465
| Closed | -$382K | – | 74 |
|
2024
Q1 | $382K | Sell |
1,465
-16
| -1% | -$4.17K | 0.11% | 45 |
|
2023
Q4 | $361K | Buy |
1,481
+38
| +3% | +$9.25K | 0.11% | 46 |
|
2023
Q3 | $299K | Sell |
1,443
-8
| -0.6% | -$1.66K | 0.1% | 50 |
|
2023
Q2 | $297K | Sell |
1,451
-447
| -24% | -$91.5K | 0.1% | 48 |
|
2023
Q1 | $395K | Hold |
1,898
| – | – | 0.15% | 28 |
|
2022
Q4 | $355K | Buy |
1,898
+166
| +10% | +$31K | 0.12% | 40 |
|
2022
Q3 | $324K | Buy |
1,732
+278
| +19% | +$52K | 0.15% | 30 |
|
2022
Q2 | $249K | Buy |
1,454
+104
| +8% | +$17.8K | 0.13% | 49 |
|
2022
Q1 | $263K | Buy |
1,350
+293
| +28% | +$57.1K | 0.14% | 50 |
|
2021
Q4 | $297K | Sell |
1,057
-9
| -0.8% | -$2.53K | 0.14% | 59 |
|
2021
Q3 | $329K | Buy |
+1,066
| New | +$329K | 0.15% | 49 |
|