Roman Butler Fullerton & Co’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,820
Closed -$1.17M 194
2020
Q4
$1.17M Buy
3,820
+409
+12% +$125K 0.69% 45
2020
Q3
$788K Buy
3,411
+629
+23% +$145K 0.52% 61
2020
Q2
$665K Buy
+2,782
New +$665K 0.47% 70