NewEdge Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
2,577
+435
| +20% | +$127K | 0.01% | 597 |
|
|
2025
Q1 | $561K | Sell |
2,142
-4
| -0.2% | -$1.05K | 0.01% | 620 |
|
|
2024
Q4 | $634K | Sell |
2,146
-55
| -2% | -$16.3K | 0.01% | 585 |
|
|
2024
Q3 | $606K | Buy |
2,201
+121
| +6% | +$33.3K | 0.01% | 578 |
|
|
2024
Q2 | $515K | Sell |
2,080
-3,754
| -64% | -$929K | 0.01% | 543 |
|
|
2024
Q1 | $1.22M | Buy |
5,834
+554
| +10% | +$116K | 0.03% | 396 |
|
|
2023
Q4 | $1.29M | Sell |
5,280
-1,140
| -18% | -$278K | 0.03% | 364 |
|
|
2023
Q3 | $1.33M | Sell |
6,420
-454
| -7% | -$93.9K | 0.04% | 317 |
|
|
2023
Q2 | $1.41M | Buy |
6,874
+406
| +6% | +$83.1K | 0.05% | 311 |
|
|
2023
Q1 | $1.35M | Sell |
6,468
-878
| -12% | -$183K | 0.05% | 278 |
|
|
2022
Q4 | $1.37M | Sell |
7,346
-1,626
| -18% | -$304K | 0.06% | 252 |
|
|
2022
Q3 | $1.68M | Sell |
8,972
-2,174
| -20% | -$406K | 0.08% | 212 |
|
|
2022
Q2 | $1.92M | Buy |
11,146
+4,147
| +59% | +$713K | 0.09% | 197 |
|
|
2022
Q1 | $1.5M | Buy |
+6,999
| New | +$1.5M | 0.07% | 187 |
|