Northwest Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
800
| – | – | 0.35% | 78 |
|
|
2025
Q1 | $209K | Hold |
800
| – | – | 0.17% | 112 |
|
|
2024
Q4 | $236K | Hold |
800
| – | – | 0.2% | 102 |
|
|
2024
Q3 | $220K | Sell |
800
-13
| -2% | -$3.58K | 0.18% | 92 |
|
|
2024
Q2 | $201K | Buy |
813
+13
| +2% | +$3.22K | 0.2% | 88 |
|
|
2024
Q1 | $208K | Hold |
800
| – | – | 0.23% | 85 |
|
|
2023
Q4 | $195K | Buy |
+800
| New | +$195K | 0.17% | 88 |
|