Salvus Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,515
| Closed | -$395K | – | 111 |
|
|
2024
Q1 | $395K | Sell |
1,515
-89
| -6% | -$23.2K | 0.27% | 84 |
|
|
2023
Q4 | $391K | Sell |
1,604
-43
| -3% | -$10.5K | 0.28% | 85 |
|
|
2023
Q3 | $341K | Buy |
1,647
+8
| +0.5% | +$1.66K | 0.27% | 89 |
|
|
2023
Q2 | $335K | Buy |
1,639
+60
| +4% | +$12.3K | 0.26% | 90 |
|
|
2023
Q1 | $329K | Buy |
1,579
+181
| +13% | +$37.7K | 0.27% | 89 |
|
|
2022
Q4 | $261K | Sell |
1,398
-180
| -11% | -$33.6K | 0.24% | 83 |
|
|
2022
Q3 | $295K | Buy |
1,578
+41
| +3% | +$7.67K | 0.28% | 84 |
|
|
2022
Q2 | $264K | Buy |
1,537
+52
| +4% | +$8.93K | 0.24% | 88 |
|
|
2022
Q1 | $318K | Buy |
1,485
+474
| +47% | +$102K | 0.24% | 85 |
|
|
2021
Q4 | $284K | Buy |
1,011
+121
| +14% | +$34K | 0.21% | 86 |
|
|
2021
Q3 | $254K | Buy |
+890
| New | +$254K | 0.21% | 86 |
|