Pinnacle Wealth Management Advisory Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+898
| New | +$278K | 0.02% | 311 |
|
|
2024
Q2 | – | Sell |
-984
| Closed | -$256K | – | 353 |
|
|
2024
Q1 | $256K | Buy |
984
+32
| +3% | +$8.33K | 0.03% | 292 |
|
|
2023
Q4 | $232K | Buy |
+952
| New | +$232K | 0.03% | 295 |
|
|
2023
Q2 | – | Sell |
-970
| Closed | -$202K | – | 333 |
|
|
2023
Q1 | $202K | Buy |
+970
| New | +$202K | 0.03% | 302 |
|