OneDigital Investment 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 | $1.17M | Sell |
3,772
-1,612
| -30% | -$499K | 0.01% | 586 |
|
|
2025
Q1 | $1.41M | Buy |
5,384
+7
| +0.1% | +$1.83K | 0.02% | 503 |
|
|
2024
Q4 | $1.59M | Sell |
5,377
-16
| -0.3% | -$4.73K | 0.02% | 483 |
|
|
2024
Q3 | $1.49M | Sell |
5,393
-754
| -12% | -$208K | 0.02% | 534 |
|
|
2024
Q2 | $1.52M | Buy |
6,147
+3,408
| +124% | +$843K | 0.02% | 485 |
|
|
2024
Q1 | $713K | Sell |
2,739
-827
| -23% | -$215K | 0.01% | 616 |
|
|
2023
Q4 | $868K | Buy |
3,566
+2,456
| +221% | +$598K | 0.02% | 528 |
|
|
2023
Q3 | $230K | Sell |
1,110
-41
| -4% | -$8.48K | 0.01% | 896 |
|
|
2023
Q2 | $236K | Sell |
1,151
-15
| -1% | -$3.07K | 0.01% | 904 |
|
|
2023
Q1 | $243K | Buy |
+1,166
| New | +$243K | 0.01% | 844 |
|
|
2021
Q1 | – | Sell |
-808
| Closed | -$247K | – | 663 |
|
|
2020
Q4 | $247K | Buy |
+808
| New | +$247K | 0.01% | 526 |
|