Portside Wealth 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 | $1.71M | Buy |
5,528
+471
| +9% | +$146K | 0.25% | 88 |
|
|
2025
Q1 | $1.32M | Buy |
5,057
+559
| +12% | +$146K | 0.22% | 108 |
|
|
2024
Q4 | $1.33M | Buy |
4,498
+438
| +11% | +$129K | 0.22% | 102 |
|
|
2024
Q3 | $1.12M | Sell |
4,060
-260
| -6% | -$71.6K | 0.19% | 125 |
|
|
2024
Q2 | $1.07M | Sell |
4,320
-16,246
| -79% | -$4.02M | 0.2% | 116 |
|
|
2024
Q1 | $5.36M | Sell |
20,566
-1,112
| -5% | -$290K | 0.99% | 21 |
|
|
2023
Q4 | $5.28M | Sell |
21,678
-1,617
| -7% | -$394K | 0.98% | 21 |
|
|
2023
Q3 | $4.82M | Buy |
23,295
+270
| +1% | +$55.8K | 0.91% | 28 |
|
|
2023
Q2 | $4.71M | Buy |
+23,025
| New | +$4.71M | 0.87% | 28 |
|