NorthRock Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,358
+558
| +20% | +$173K | 0.03% | 228 |
|
|
2025
Q1 | $733K | Buy |
2,800
+80
| +3% | +$20.9K | 0.02% | 264 |
|
|
2024
Q4 | $804K | Buy |
2,720
+23
| +0.9% | +$6.8K | 0.03% | 238 |
|
|
2024
Q3 | $743K | Buy |
2,697
+73
| +3% | +$20.1K | 0.02% | 267 |
|
|
2024
Q2 | $649K | Buy |
2,624
+370
| +16% | +$91.6K | 0.02% | 276 |
|
|
2024
Q1 | $587K | Buy |
2,254
+284
| +14% | +$74K | 0.02% | 313 |
|
|
2023
Q4 | $480K | Buy |
1,970
+898
| +84% | +$219K | 0.02% | 330 |
|
|
2023
Q3 | $222K | Buy |
+1,072
| New | +$222K | 0.02% | 309 |
|
|
2022
Q4 | – | Sell |
-1,182
| Closed | -$221K | – | 343 |
|
|
2022
Q3 | $221K | Buy |
+1,182
| New | +$221K | 0.03% | 268 |
|