PDS Planning’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
1,581
+90
| +6% | +$27.9K | 0.04% | 246 |
|
|
2025
Q1 | $390K | Buy |
1,491
+68
| +5% | +$17.8K | 0.03% | 262 |
|
|
2024
Q4 | $421K | Sell |
1,423
-40
| -3% | -$11.8K | 0.04% | 220 |
|
|
2024
Q3 | $403K | Buy |
1,463
+88
| +6% | +$24.2K | 0.04% | 230 |
|
|
2024
Q2 | $340K | Buy |
1,375
+468
| +52% | +$116K | 0.03% | 236 |
|
|
2024
Q1 | $236K | Buy |
907
+43
| +5% | +$11.2K | 0.02% | 323 |
|
|
2023
Q4 | $210K | Buy |
+864
| New | +$210K | 0.02% | 324 |
|