Ranch Capital 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 | $282K | Hold |
910
| – | – | 0.12% | 125 |
|
|
2025
Q1 | $238K | Hold |
910
| – | – | 0.11% | 129 |
|
|
2024
Q4 | $269K | Hold |
910
| – | – | 0.13% | 124 |
|
|
2024
Q3 | $251K | Hold |
910
| – | – | 0.12% | 131 |
|
|
2024
Q2 | $225K | Hold |
910
| – | – | 0.12% | 136 |
|
|
2024
Q1 | $237K | Hold |
910
| – | – | 0.13% | 136 |
|
|
2023
Q4 | $222K | Buy |
+910
| New | +$222K | 0.14% | 133 |
|
|
2022
Q1 | – | Sell |
-830
| Closed | -$233K | – | 161 |
|
|
2021
Q4 | $233K | Hold |
830
| – | – | 0.15% | 144 |
|
|
2021
Q3 | $237K | Sell |
830
-27
| -3% | -$7.71K | 0.15% | 142 |
|
|
2021
Q2 | $250K | Sell |
857
-100
| -10% | -$29.2K | 0.15% | 145 |
|
|
2021
Q1 | $265K | Hold |
957
| – | – | 0.18% | 130 |
|
|
2020
Q4 | $292K | Hold |
957
| – | – | 0.21% | 116 |
|
|
2020
Q3 | $221K | Hold |
957
| – | – | 0.18% | 126 |
|
|
2020
Q2 | $221K | Sell |
957
-280
| -23% | -$64.7K | 0.17% | 132 |
|
|
2020
Q1 | $193K | Buy |
1,237
+148
| +14% | +$23.1K | 0.19% | 119 |
|
|
2019
Q4 | $200K | Sell |
1,089
-380
| -26% | -$69.8K | 0.16% | 137 |
|
|
2019
Q3 | $217K | Buy |
+1,469
| New | +$217K | 0.23% | 125 |
|