Orion Portfolio Solutions’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.6M | Buy |
40,489
+18,323
| +83% | +$4.8M | 0.1% | 182 |
|
|
2024
Q4 | $1.34M | Sell |
22,166
-26,078
| -54% | -$1.58M | 0.01% | 897 |
|
|
2024
Q3 | $13.3M | Sell |
48,244
-3,837
| -7% | -$1.06M | 0.13% | 153 |
|
|
2024
Q2 | $12.9M | Sell |
52,081
-24,082
| -32% | -$5.96M | 0.14% | 148 |
|
|
2024
Q1 | $19.8M | Sell |
76,163
-5,484
| -7% | -$1.43M | 0.21% | 94 |
|
|
2023
Q4 | $19.2M | Sell |
81,647
-3,003
| -4% | -$707K | 0.22% | 90 |
|
|
2023
Q3 | $17.5M | Sell |
84,650
-3,217
| -4% | -$666K | 0.21% | 103 |
|
|
2023
Q2 | $18M | Sell |
87,867
-5,501
| -6% | -$1.13M | 0.19% | 100 |
|
|
2023
Q1 | $19.4M | Buy |
93,368
+69,065
| +284% | +$14.4M | 0.24% | 80 |
|
|
2022
Q4 | $4.54M | Sell |
24,303
-604
| -2% | -$113K | 0.16% | 99 |
|
|
2022
Q3 | $4.65M | Sell |
24,907
-883
| -3% | -$165K | 0.18% | 83 |
|
|
2022
Q2 | $4.44M | Sell |
25,790
-1,142
| -4% | -$196K | 0.18% | 83 |
|
|
2022
Q1 | $5.77M | Buy |
26,932
+6,615
| +33% | +$1.42M | 0.2% | 73 |
|
|
2021
Q4 | $5.71M | Buy |
20,317
+1,730
| +9% | +$486K | 0.19% | 71 |
|
|
2021
Q3 | $5.3M | Buy |
18,587
+4,153
| +29% | +$1.18M | 0.19% | 75 |
|
|
2021
Q2 | $4.21M | Buy |
14,434
+2,693
| +23% | +$786K | 0.17% | 85 |
|
|
2021
Q1 | $3.25M | Buy |
11,741
+2,302
| +24% | +$638K | 0.14% | 98 |
|
|
2020
Q4 | $2.88M | Buy |
9,439
+3,278
| +53% | +$1M | 0.13% | 107 |
|
|
2020
Q3 | $1.42M | Buy |
6,161
+5,106
| +484% | +$1.18M | 0.07% | 145 |
|
|
2020
Q2 | $252K | Buy |
1,055
+97
| +10% | +$23.2K | 0.01% | 354 |
|
|
2020
Q1 | $150K | Buy |
958
+224
| +31% | +$35.1K | 0.01% | 370 |
|
|
2019
Q4 | $135K | Buy |
+734
| New | +$135K | 0.01% | 361 |
|