Seneca House Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,771
| Closed | -$3.64M | – | 77 |
|
|
2023
Q2 | $3.64M | Buy |
17,771
+885
| +5% | +$181K | 1.81% | 24 |
|
|
2023
Q1 | $3.51M | Sell |
16,886
-544
| -3% | -$113K | 1.82% | 22 |
|
|
2022
Q4 | $3.26M | Buy |
17,430
+4,007
| +30% | +$749K | 1.8% | 23 |
|
|
2022
Q3 | $2.51M | Buy |
13,423
+172
| +1% | +$32.1K | 1.86% | 17 |
|
|
2022
Q2 | $2.28M | Buy |
13,251
+283
| +2% | +$48.7K | 1.49% | 23 |
|
|
2022
Q1 | $2.78M | Buy |
12,968
+4,366
| +51% | +$936K | 1.47% | 20 |
|
|
2021
Q4 | $2.42M | Buy |
8,602
+1,625
| +23% | +$457K | 1.28% | 21 |
|
|
2021
Q3 | $1.99M | Buy |
6,977
+5,147
| +281% | +$1.47M | 1.2% | 23 |
|
|
2021
Q2 | $534K | Buy |
+1,830
| New | +$534K | 0.35% | 44 |
|