Ritholtz Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
+1,125
| New | +$348K | 0.01% | 750 |
|
|
2022
Q4 | – | Sell |
-1,142
| Closed | -$213K | – | 576 |
|
|
2022
Q3 | $213K | Buy |
+1,142
| New | +$213K | 0.01% | 640 |
|
|
2021
Q4 | – | Sell |
-815
| Closed | -$232K | – | 532 |
|
|
2021
Q3 | $232K | Sell |
815
-352
| -30% | -$100K | 0.02% | 430 |
|
|
2021
Q2 | $341K | Buy |
1,167
+95
| +9% | +$27.8K | 0.02% | 341 |
|
|
2021
Q1 | $297K | Sell |
1,072
-152
| -12% | -$42.1K | 0.02% | 306 |
|
|
2020
Q4 | $374K | Buy |
1,224
+339
| +38% | +$104K | 0.04% | 214 |
|
|
2020
Q3 | $204K | Buy |
+885
| New | +$204K | 0.02% | 267 |
|