Sage Mountain 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 | $419K | Buy |
1,353
+213
| +19% | +$65.9K | 0.03% | 267 |
|
|
2025
Q1 | $298K | Buy |
1,140
+105
| +10% | +$27.5K | 0.02% | 308 |
|
|
2024
Q4 | $306K | Buy |
1,035
+79
| +8% | +$23.3K | 0.02% | 291 |
|
|
2024
Q3 | $263K | Buy |
956
+85
| +10% | +$23.4K | 0.02% | 312 |
|
|
2024
Q2 | $215K | Sell |
871
-322
| -27% | -$79.7K | 0.02% | 321 |
|
|
2024
Q1 | $311K | Sell |
1,193
-49
| -4% | -$12.8K | 0.03% | 231 |
|
|
2023
Q4 | $302K | Buy |
1,242
+27
| +2% | +$6.57K | 0.04% | 200 |
|
|
2023
Q3 | $251K | Buy |
1,215
+23
| +2% | +$4.76K | 0.03% | 209 |
|
|
2023
Q2 | $244K | Sell |
1,192
-428
| -26% | -$87.6K | 0.03% | 211 |
|
|
2023
Q1 | $337K | Buy |
+1,620
| New | +$337K | 0.05% | 152 |
|