Simplicity Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
4,299
+3,310
| +335% | +$1.02M | 0.06% | 276 |
|
|
2025
Q1 | $259K | Sell |
989
-82
| -8% | -$21.5K | 0.02% | 455 |
|
|
2024
Q4 | $317K | Buy |
1,071
+30
| +3% | +$8.87K | 0.07% | 226 |
|
|
2024
Q3 | $287K | Sell |
1,041
-3,340
| -76% | -$920K | 0.03% | 396 |
|
|
2024
Q2 | $1.08M | Sell |
4,381
-787
| -15% | -$195K | 0.02% | 505 |
|
|
2024
Q1 | $1.35M | Buy |
5,168
+4,301
| +496% | +$1.12M | 0.03% | 443 |
|
|
2023
Q4 | $211K | Buy |
+867
| New | +$211K | 0.08% | 172 |
|