Planning Capital Management Corporation’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-314
Closed -$77.7K 782
2024
Q2
$77.7K Sell
314
-165
-34% -$40.8K 0.05% 157
2024
Q1
$125K Buy
479
+223
+87% +$58.1K 0.09% 116
2023
Q4
$62.3K Buy
+256
New +$62.3K 0.05% 177