OCM
Osterweis Capital Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Hold |
15,060
| – | – | 0.22% | 82 |
|
|
2025
Q1 | $3.94M | Sell |
15,060
-1,000
| -6% | -$262K | 0.19% | 85 |
|
|
2024
Q4 | $4.75M | Hold |
16,060
| – | – | 0.22% | 90 |
|
|
2024
Q3 | $4.42M | Hold |
16,060
| – | – | 0.22% | 89 |
|
|
2024
Q2 | $3.97M | Hold |
16,060
| – | – | 0.21% | 86 |
|
|
2024
Q1 | $4.18M | Sell |
16,060
-2,000
| -11% | -$521K | 0.25% | 83 |
|
|
2023
Q4 | $4.4M | Hold |
18,060
| – | – | 0.28% | 80 |
|
|
2023
Q3 | $3.74M | Hold |
18,060
| – | – | 0.27% | 79 |
|
|
2023
Q2 | $3.7M | Hold |
18,060
| – | – | 0.24% | 86 |
|
|
2023
Q1 | $3.76M | Hold |
18,060
| – | – | 0.26% | 86 |
|
|
2022
Q4 | $3.37M | Buy |
+18,060
| New | +$3.37M | 0.25% | 87 |
|