Pin Oak Investment 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 | $15K | Hold |
59
| – | – | 0.01% | 297 |
|
|
2025
Q1 | $15K | Hold |
59
| – | – | 0.01% | 288 |
|
|
2024
Q4 | $16K | Hold |
59
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $16K | Sell |
59
-110
| -65% | -$29.8K | 0.01% | 291 |
|
|
2024
Q2 | $42K | Sell |
169
-231
| -58% | -$57.4K | 0.04% | 184 |
|
|
2024
Q1 | $104K | Hold |
400
| – | – | 0.1% | 128 |
|
|
2023
Q4 | $97K | Hold |
400
| – | – | 0.1% | 127 |
|
|
2023
Q3 | $83K | Hold |
400
| – | – | 0.09% | 132 |
|
|
2023
Q2 | $82K | Sell |
400
-79
| -16% | -$16.2K | 0.09% | 134 |
|
|
2023
Q1 | $100K | Hold |
479
| – | – | 0.12% | 115 |
|
|
2022
Q4 | $90K | Hold |
479
| – | – | 0.11% | 109 |
|
|
2022
Q3 | $89K | Hold |
479
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $82K | Buy |
479
+110
| +30% | +$18.8K | 0.1% | 119 |
|
|
2022
Q1 | $79K | Buy |
369
+53
| +17% | +$11.3K | 0.08% | 136 |
|
|
2021
Q4 | $89K | Hold |
316
| – | – | 0.09% | 134 |
|
|
2021
Q3 | $90K | Buy |
316
+37
| +13% | +$10.5K | 0.1% | 126 |
|
|
2021
Q2 | $81K | Sell |
279
-442
| -61% | -$128K | 0.08% | 137 |
|
|
2021
Q1 | $200K | Sell |
721
-415
| -37% | -$115K | 0.17% | 96 |
|
|
2020
Q4 | $347K | Hold |
1,136
| – | – | 0.29% | 75 |
|
|
2020
Q3 | $262K | Hold |
1,136
| – | – | 0.25% | 80 |
|
|
2020
Q2 | $272K | Buy |
1,136
+387
| +52% | +$92.7K | 0.25% | 74 |
|
|
2020
Q1 | $117K | Buy |
+749
| New | +$117K | 0.12% | 123 |
|