Simon Quick 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 | $437K | Buy |
1,412
+625
| +79% | +$193K | 0.02% | 479 |
|
|
2025
Q1 | $206K | Buy |
787
+91
| +13% | +$23.8K | 0.01% | 553 |
|
|
2024
Q4 | $206K | Buy |
+696
| New | +$206K | 0.01% | 443 |
|
|
2024
Q2 | – | Sell |
-1,107
| Closed | -$288K | – | 392 |
|
|
2024
Q1 | $288K | Buy |
+1,107
| New | +$288K | 0.02% | 307 |
|
|
2020
Q4 | – | Sell |
-143
| Closed | -$33K | – | 431 |
|
|
2020
Q3 | $33K | Hold |
143
| – | – | 0.01% | 243 |
|
|
2020
Q2 | $34K | Sell |
143
-6
| -4% | -$1.43K | 0.01% | 241 |
|
|
2020
Q1 | $23K | Sell |
149
-59
| -28% | -$9.11K | 0.01% | 269 |
|
|
2019
Q4 | $38K | Hold |
208
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $31K | Buy |
208
+146
| +235% | +$21.8K | 0.01% | 211 |
|
|
2019
Q2 | $10.1K | Sell |
62
-429
| -87% | -$69.9K | 0.01% | 227 |
|
|
2019
Q1 | $77K | Buy |
491
+13
| +3% | +$2.04K | 0.03% | 142 |
|
|
2018
Q4 | $61K | Buy |
478
+20
| +4% | +$2.55K | 0.02% | 166 |
|
|
2018
Q3 | $71K | Buy |
458
+37
| +9% | +$5.74K | 0.03% | 138 |
|
|
2018
Q2 | $55K | Buy |
421
+362
| +614% | +$47.3K | 0.02% | 169 |
|
|
2018
Q1 | $7K | Hold |
59
| – | – | ﹤0.01% | 248 |
|
|
2017
Q4 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 347 |
|