Phoenix Financial’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
1,557
-9,693
-86% -$3M 0.01% 289
2025
Q1
$2.95M Sell
11,250
-6,556
-37% -$1.72M 0.05% 158
2024
Q4
$5.26M Sell
17,806
-4,996
-22% -$1.48M 0.07% 128
2024
Q3
$6.28M Buy
22,802
+845
+4% +$233K 0.09% 118
2024
Q2
$5.43M Buy
21,957
+21,130
+2,555% +$5.23M 0.08% 130
2024
Q1
$215K Sell
827
-10,958
-93% -$2.85M ﹤0.01% 372
2023
Q4
$3.22M Buy
+11,785
New +$3.22M 0.05% 155
2023
Q2
Sell
-2,247
Closed -$449K 310
2023
Q1
$449K Buy
+2,247
New +$449K 0.01% 219
2022
Q3
Sell
-1,984
Closed -$343K 326
2022
Q2
$343K Sell
1,984
-288
-13% -$49.8K 0.01% 292
2022
Q1
$487K Buy
2,272
+1,554
+216% +$333K 0.01% 286
2021
Q4
$202K Sell
718
-4,805
-87% -$1.35M ﹤0.01% 359
2021
Q3
$1.59M Buy
+5,523
New +$1.59M 0.03% 229
2021
Q2
Sell
-4,944
Closed -$1.33M 290
2021
Q1
$1.33M Buy
4,944
+3,298
+200% +$885K 0.03% 260
2020
Q4
$491K Buy
+1,646
New +$491K 0.01% 257
2020
Q3
Sell
-1,071
Closed -$236K 320
2020
Q2
$236K Buy
+1,071
New +$236K 0.01% 280