Shelton Capital 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 | $7.89M | Sell |
25,503
-663
| -3% | -$205K | 0.18% | 117 |
|
2025
Q1 | $6.85M | Sell |
26,166
-723
| -3% | -$189K | 0.16% | 130 |
|
2024
Q4 | $7.95M | Sell |
26,889
-414
| -2% | -$122K | 0.2% | 119 |
|
2024
Q3 | $7.52M | Hold |
27,303
| – | – | 0.19% | 119 |
|
2024
Q2 | $6.76M | Buy |
27,303
+584
| +2% | +$145K | 0.18% | 120 |
|
2024
Q1 | $6.96M | Buy |
26,719
+402
| +2% | +$105K | 0.2% | 119 |
|
2023
Q4 | $6.41M | Buy |
26,317
+2,003
| +8% | +$488K | 0.2% | 114 |
|
2023
Q3 | $5.03M | Buy |
24,314
+5,164
| +27% | +$1.07M | 0.18% | 137 |
|
2023
Q2 | $3.92M | Buy |
19,150
+727
| +4% | +$149K | 0.14% | 154 |
|
2023
Q1 | $3.83M | Buy |
18,423
+1,396
| +8% | +$291K | 0.16% | 139 |
|
2022
Q4 | $3.18M | Sell |
17,027
-3,249
| -16% | -$607K | 0.33% | 97 |
|
2022
Q3 | $3.79M | Hold |
20,276
| – | – | 0.18% | 132 |
|
2022
Q2 | $3.49M | Sell |
20,276
-100
| -0.5% | -$17.2K | 0.16% | 145 |
|
2022
Q1 | $4.37M | Hold |
20,376
| – | – | 0.16% | 142 |
|
2021
Q4 | $5.73M | Buy |
20,376
+649
| +3% | +$183K | 0.2% | 105 |
|
2021
Q3 | $5.63M | Buy |
19,727
+396
| +2% | +$113K | 0.22% | 101 |
|
2021
Q2 | $5.64M | Hold |
19,331
| – | – | 0.21% | 100 |
|
2021
Q1 | $5.36M | Buy |
19,331
+1,603
| +9% | +$444K | 0.19% | 119 |
|
2020
Q4 | $5.41M | Sell |
17,728
-14,200
| -44% | -$4.34M | 0.24% | 83 |
|
2020
Q3 | $7.38M | Buy |
31,928
+14,243
| +81% | +$3.29M | 0.31% | 67 |
|
2020
Q2 | $4.23M | Hold |
17,685
| – | – | 0.23% | 82 |
|
2020
Q1 | $2.76M | Sell |
17,685
-219
| -1% | -$34.2K | 0.2% | 97 |
|
2019
Q4 | $3.29M | Sell |
17,904
-668
| -4% | -$123K | 0.18% | 107 |
|
2019
Q3 | $2.74M | Sell |
18,572
-1,700
| -8% | -$251K | 0.16% | 120 |
|
2019
Q2 | $3.3M | Buy |
20,272
+17,113
| +542% | +$2.79M | 0.19% | 103 |
|
2019
Q1 | $20.3K | Sell |
3,159
-17,113
| -84% | -$110K | 0.08% | 231 |
|
2018
Q4 | $2.61M | Hold |
20,272
| – | – | 0.18% | 116 |
|
2018
Q3 | $3.17M | Hold |
20,272
| – | – | 0.18% | 113 |
|
2018
Q2 | $2.66M | Hold |
20,272
| – | – | 0.17% | 127 |
|
2018
Q1 | $2.55M | Buy |
20,272
+2,151
| +12% | +$270K | 0.17% | 126 |
|
2017
Q4 | $1.9M | Hold |
18,121
| – | – | 0.12% | 156 |
|
2017
Q3 | $2.03M | Hold |
18,121
| – | – | 0.14% | 144 |
|
2017
Q2 | $1.83M | Sell |
18,121
-1,789
| -9% | -$180K | 0.13% | 156 |
|
2017
Q1 | $1.72M | Buy |
19,910
+1,928
| +11% | +$167K | 0.12% | 153 |
|
2016
Q4 | $1.33M | Sell |
17,982
-3,100
| -15% | -$229K | 0.1% | 189 |
|
2016
Q3 | $1.53M | Hold |
21,082
| – | – | 0.13% | 150 |
|
2016
Q2 | $1.14M | Hold |
21,082
| – | – | 0.1% | 184 |
|
2016
Q1 | $1.23M | Buy |
21,082
+298
| +1% | +$17.4K | 0.11% | 171 |
|
2015
Q4 | $1.27M | Hold |
20,784
| – | – | 0.12% | 164 |
|
2015
Q3 | $917K | Buy |
20,784
+1,498
| +8% | +$66.1K | 0.1% | 188 |
|
2015
Q2 | $966K | Buy |
19,286
+1,879
| +11% | +$94.1K | 0.1% | 186 |
|
2015
Q1 | $1.02M | Buy |
17,407
+3,819
| +28% | +$224K | 0.11% | 183 |
|
2014
Q4 | $816K | Buy |
13,588
+2,293
| +20% | +$138K | 0.1% | 204 |
|
2014
Q3 | $622K | Buy |
11,295
+754
| +7% | +$41.5K | 0.08% | 261 |
|
2014
Q2 | $594K | Buy |
10,541
+1,480
| +16% | +$83.4K | 0.08% | 291 |
|
2014
Q1 | $446K | Buy |
9,061
+3,148
| +53% | +$155K | 0.07% | 376 |
|
2013
Q4 | $298K | Buy |
5,913
+239
| +4% | +$12K | 0.05% | 511 |
|
2013
Q3 | $234K | Buy |
+5,674
| New | +$234K | 0.04% | 577 |
|