Pathway Financial 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 | – | Sell |
-826
| Closed | -$216K | – | 136 |
|
|
2025
Q1 | $216K | Hold |
826
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $244K | Hold |
826
| – | – | 0.06% | 141 |
|
|
2024
Q3 | $228K | Hold |
826
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $204K | Hold |
826
| – | – | 0.06% | 162 |
|
|
2024
Q1 | $215K | Hold |
826
| – | – | 0.06% | 159 |
|
|
2023
Q4 | $201K | Buy |
+826
| New | +$201K | 0.06% | 156 |
|
|
2022
Q1 | – | Sell |
-826
| Closed | -$206K | – | 142 |
|
|
2021
Q4 | $206K | Buy |
+826
| New | +$206K | 0.07% | 131 |
|
|
2021
Q1 | $232K | Hold |
826
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $228K | Buy |
+826
| New | +$228K | 0.09% | 100 |
|
|
2018
Q3 | – | Sell |
-826
| Closed | -$108K | – | 101 |
|
|
2018
Q2 | $108K | Hold |
826
| – | – | 0.06% | 150 |
|
|
2018
Q1 | $104K | Hold |
826
| – | – | 0.06% | 154 |
|
|
2017
Q4 | $87K | Buy |
+826
| New | +$87K | 0.05% | 178 |
|