Rothschild Investment LLC’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
333
+3
| +0.9% | +$929 | 0.01% | 638 |
|
|
2025
Q1 | $86.4K | Buy |
330
+15
| +5% | +$3.93K | 0.01% | 662 |
|
|
2024
Q4 | $93.1K | Buy |
315
+13
| +4% | +$3.84K | 0.01% | 655 |
|
|
2024
Q3 | $83.2K | Sell |
302
-15
| -5% | -$4.13K | 0.01% | 687 |
|
|
2024
Q2 | $78.4K | Sell |
317
-73
| -19% | -$18.1K | 0.01% | 673 |
|
|
2024
Q1 | $102K | Buy |
390
+37
| +10% | +$9.64K | 0.01% | 596 |
|
|
2023
Q4 | $85.9K | Buy |
+353
| New | +$85.9K | 0.01% | 562 |
|
|
2017
Q1 | – | Sell |
-6,147
| Closed | -$455K | – | 483 |
|
|
2016
Q4 | $455K | Sell |
6,147
-4,107
| -40% | -$304K | 0.05% | 281 |
|
|
2016
Q3 | $742K | Hold |
10,254
| – | – | 0.09% | 207 |
|
|
2016
Q2 | $555K | Sell |
10,254
-5,684
| -36% | -$308K | 0.07% | 243 |
|
|
2016
Q1 | $929K | Hold |
15,938
| – | – | 0.12% | 186 |
|
|
2015
Q4 | $971K | Hold |
15,938
| – | – | 0.12% | 181 |
|
|
2015
Q3 | $704K | Buy |
+15,938
| New | +$704K | 0.09% | 225 |
|