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