Optimum 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 | $27.9K | Sell |
90
-25
| -22% | -$7.74K | 0.01% | 400 |
|
|
2025
Q1 | $30.1K | Hold |
115
| – | – | 0.01% | 392 |
|
|
2024
Q4 | $34K | Hold |
115
| – | – | 0.02% | 379 |
|
|
2024
Q3 | $31.7K | Hold |
115
| – | – | 0.01% | 395 |
|
|
2024
Q2 | $28.5K | Hold |
115
| – | – | 0.01% | 401 |
|
|
2024
Q1 | $29.9K | Hold |
115
| – | – | 0.01% | 413 |
|
|
2023
Q4 | $28K | Sell |
115
-50
| -30% | -$12.2K | 0.01% | 405 |
|
|
2023
Q3 | $34.1K | Hold |
165
| – | – | 0.02% | 411 |
|
|
2023
Q2 | $33.8K | Hold |
165
| – | – | 0.02% | 414 |
|
|
2023
Q1 | $34.3K | Sell |
165
-40
| -20% | -$8.33K | 0.02% | 417 |
|
|
2022
Q4 | $38.3K | Hold |
205
| – | – | 0.02% | 415 |
|
|
2022
Q3 | $38K | Hold |
205
| – | – | 0.02% | 418 |
|
|
2022
Q2 | $35K | Sell |
205
-29
| -12% | -$4.95K | 0.02% | 447 |
|
|
2022
Q1 | $50K | Buy |
234
+29
| +14% | +$6.2K | 0.02% | 427 |
|
|
2021
Q4 | $58K | Sell |
205
-75
| -27% | -$21.2K | 0.02% | 434 |
|
|
2021
Q3 | $80K | Hold |
280
| – | – | 0.03% | 367 |
|
|
2021
Q2 | $82K | Buy |
280
+240
| +600% | +$70.3K | 0.03% | 415 |
|
|
2021
Q1 | $11K | Hold |
40
| – | – | ﹤0.01% | 746 |
|
|
2020
Q4 | $12K | Buy |
+40
| New | +$12K | ﹤0.01% | 696 |
|