Rockbridge Investment Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-44
| Closed | -$10.7K | – | 133 |
|
|
2023
Q4 | $10.7K | Buy |
+44
| New | +$10.7K | ﹤0.01% | 392 |
|
|
2022
Q3 | – | Sell |
-44
| Closed | -$7.57K | – | 111 |
|
|
2022
Q2 | $7.57K | Hold |
44
| – | – | ﹤0.01% | 398 |
|
|
2022
Q1 | $9.37K | Hold |
44
| – | – | ﹤0.01% | 518 |
|
|
2021
Q4 | $12K | Hold |
44
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $13K | Hold |
44
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $13K | Hold |
44
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $12K | Hold |
44
| – | – | ﹤0.01% | 480 |
|
|
2020
Q4 | $13K | Hold |
44
| – | – | ﹤0.01% | 470 |
|
|
2020
Q3 | $10K | Hold |
44
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $11K | Buy |
+44
| New | +$11K | ﹤0.01% | 412 |
|