Robertson Stephens Wealth Management’s Autodesk ADSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,285
Closed -$240K 404
2022
Q3
$240K Buy
+1,285
New +$240K 0.03% 313
2020
Q4
Sell
-1,509
Closed -$348K 248
2020
Q3
$348K Buy
+1,509
New +$348K 0.09% 166