Peterson Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.51K | Buy |
+20
| New | +$5.51K | 0.02% | 283 |
|
|
2023
Q1 | – | Sell |
-3,154
| Closed | -$590K | – | 23 |
|
|
2022
Q4 | $590K | Sell |
3,154
-1,800
| -36% | -$336K | 0.78% | 53 |
|
|
2022
Q3 | $925K | Sell |
4,954
-339
| -6% | -$63.3K | 0.9% | 47 |
|
|
2022
Q2 | $910K | Buy |
5,293
+567
| +12% | +$97.5K | 0.86% | 46 |
|
|
2022
Q1 | $1.01M | Buy |
4,726
+522
| +12% | +$112K | 0.84% | 49 |
|
|
2021
Q4 | $1.18M | Buy |
+4,204
| New | +$1.18M | 0.96% | 44 |
|