OFS
OneAscent Financial Services’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+788
| New | +$244K | 0.02% | 465 |
|
|
2024
Q2 | – | Sell |
-1,581
| Closed | -$412K | – | 253 |
|
|
2024
Q1 | $412K | Sell |
1,581
-126
| -7% | -$32.8K | 0.05% | 233 |
|
|
2023
Q4 | $416K | Sell |
1,707
-341
| -17% | -$83.1K | 0.05% | 214 |
|
|
2023
Q3 | $424K | Buy |
+2,048
| New | +$424K | 0.11% | 137 |
|
|
2023
Q2 | – | Sell |
-1,481
| Closed | -$308K | – | 126 |
|
|
2023
Q1 | $308K | Sell |
1,481
-73
| -5% | -$15.2K | 0.13% | 105 |
|
|
2022
Q4 | $290K | Buy |
+1,554
| New | +$290K | 0.12% | 120 |
|
|
2021
Q1 | $275K | Sell |
991
-19
| -2% | -$5.27K | 0.27% | 99 |
|
|
2020
Q4 | $308K | Sell |
1,010
-2,113
| -68% | -$644K | 0.33% | 70 |
|
|
2020
Q3 | $721K | Buy |
+3,123
| New | +$721K | 0.38% | 43 |
|