Sandy Cove 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 | $267K | Buy |
861
+82
| +11% | +$25.4K | 0.1% | 108 |
|
|
2025
Q1 | $204K | Sell |
779
-2
| -0.3% | -$524 | 0.08% | 117 |
|
|
2024
Q4 | $231K | Hold |
781
| – | – | 0.09% | 112 |
|
|
2024
Q3 | $215K | Buy |
+781
| New | +$215K | 0.09% | 117 |
|
|
2024
Q2 | – | Sell |
-769
| Closed | -$200K | – | 112 |
|
|
2024
Q1 | $200K | Buy |
+769
| New | +$200K | 0.09% | 118 |
|
|
2022
Q2 | – | Sell |
-989
| Closed | -$212K | – | 83 |
|
|
2022
Q1 | $212K | Buy |
989
+9
| +0.9% | +$1.93K | 0.18% | 82 |
|
|
2021
Q4 | $276K | Buy |
+980
| New | +$276K | 0.23% | 60 |
|