Oak Thistle LLC’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235K | Buy |
+758
| New | +$235K | 0.03% | 426 |
|
2024
Q2 | – | Sell |
-1,201
| Closed | -$313K | – | 292 |
|
2024
Q1 | $313K | Buy |
+1,201
| New | +$313K | 0.28% | 163 |
|
2023
Q4 | – | Sell |
-4,377
| Closed | -$906K | – | 428 |
|
2023
Q3 | $906K | Buy |
4,377
+1,408
| +47% | +$291K | 0.27% | 141 |
|
2023
Q2 | $607K | Buy |
+2,969
| New | +$607K | 0.32% | 124 |
|
2022
Q2 | – | Sell |
-2,282
| Closed | -$489K | – | 182 |
|
2022
Q1 | $489K | Buy |
+2,282
| New | +$489K | 0.26% | 174 |
|