Sendero Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
11,833
-610
| -5% | -$189K | 0.46% | 45 |
|
|
2025
Q1 | $3.26M | Sell |
12,443
-12
| -0.1% | -$3.14K | 0.45% | 45 |
|
|
2024
Q4 | $3.68M | Buy |
12,455
+429
| +4% | +$127K | 0.55% | 41 |
|
|
2024
Q3 | $3.31M | Buy |
12,026
+321
| +3% | +$88.4K | 0.52% | 39 |
|
|
2024
Q2 | $2.9M | Sell |
11,705
-841
| -7% | -$208K | 0.49% | 41 |
|
|
2024
Q1 | $3.27M | Sell |
12,546
-4,242
| -25% | -$1.1M | 0.56% | 36 |
|
|
2023
Q4 | $4.09M | Buy |
16,788
+223
| +1% | +$54.3K | 0.77% | 28 |
|
|
2023
Q3 | $3.43M | Sell |
16,565
-783
| -5% | -$162K | 0.74% | 29 |
|
|
2023
Q2 | $3.55M | Buy |
17,348
+1,741
| +11% | +$356K | 0.78% | 27 |
|
|
2023
Q1 | $3.25M | Buy |
15,607
+7,692
| +97% | +$1.6M | 1% | 17 |
|
|
2022
Q4 | $1.48M | Buy |
7,915
+6,341
| +403% | +$1.18M | 0.53% | 39 |
|
|
2022
Q3 | $294K | Buy |
+1,574
| New | +$294K | 0.12% | 75 |
|