Rise 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 | $46.1K | Buy |
149
+22
| +17% | +$6.81K | 0.02% | 256 |
|
|
2025
Q1 | $33.2K | Buy |
127
+3
| +2% | +$785 | 0.01% | 304 |
|
|
2024
Q4 | $36.7K | Sell |
124
-33
| -21% | -$9.75K | 0.02% | 317 |
|
|
2024
Q3 | $43.3K | Hold |
157
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $38.9K | Sell |
157
-10
| -6% | -$2.48K | 0.02% | 288 |
|
|
2024
Q1 | $43.5K | Buy |
167
+122
| +271% | +$31.8K | 0.02% | 253 |
|
|
2023
Q4 | $11K | Hold |
45
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $9.31K | Hold |
45
| – | – | 0.01% | 323 |
|
|
2023
Q2 | $9.21K | Hold |
45
| – | – | 0.01% | 349 |
|
|
2023
Q1 | $9.37K | Hold |
45
| – | – | 0.01% | 369 |
|
|
2022
Q4 | $8.41K | Hold |
45
| – | – | 0.01% | 376 |
|
|
2022
Q3 | $8K | Buy |
45
+10
| +29% | +$1.78K | 0.01% | 363 |
|
|
2022
Q2 | $6K | Hold |
35
| – | – | 0.01% | 409 |
|
|
2022
Q1 | $8K | Buy |
35
+15
| +75% | +$3.43K | 0.01% | 354 |
|
|
2021
Q4 | $5.62K | Buy |
+20
| New | +$5.62K | 0.01% | 395 |
|