Roberts 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 | $901K | Hold |
2,912
| – | – | 0.67% | 44 |
|
|
2025
Q1 | $762K | Hold |
2,912
| – | – | 0.67% | 44 |
|
|
2024
Q4 | $861K | Hold |
2,912
| – | – | 0.72% | 42 |
|
|
2024
Q3 | $802K | Hold |
2,912
| – | – | 0.69% | 44 |
|
|
2024
Q2 | $758K | Hold |
2,912
| – | – | 0.73% | 42 |
|
|
2024
Q1 | $758K | Buy |
+2,912
| New | +$758K | 0.73% | 42 |
|
|
2022
Q3 | $583K | Hold |
3,122
| – | – | 0.84% | 33 |
|
|
2022
Q2 | $537K | Hold |
3,122
| – | – | 0.74% | 42 |
|
|
2022
Q1 | $669K | Hold |
3,122
| – | – | 0.69% | 47 |
|
|
2021
Q4 | $878K | Buy |
+3,122
| New | +$878K | 0.82% | 40 |
|