SteelPeak Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,000
| Closed | -$1.95M | – | 420 |
|
|
2023
Q4 | $1.95M | Hold |
8,000
| – | – | 0.11% | 144 |
|
|
2023
Q3 | $1.66M | Buy |
8,000
+1,800
| +29% | +$372K | 0.1% | 145 |
|
|
2023
Q2 | $1.27M | Buy |
6,200
+1,000
| +19% | +$205K | 0.08% | 163 |
|
|
2023
Q1 | $1.08M | Sell |
5,200
-12
| -0.2% | -$2.5K | 0.07% | 160 |
|
|
2022
Q4 | $974K | Buy |
5,212
+200
| +4% | +$37.4K | 0.07% | 174 |
|
|
2022
Q3 | $936K | Sell |
5,012
-38
| -0.8% | -$7.1K | 0.07% | 172 |
|
|
2022
Q2 | $868K | Buy |
5,050
+50
| +1% | +$8.59K | 0.06% | 181 |
|
|
2022
Q1 | $1.07M | Buy |
5,000
+2,800
| +127% | +$600K | 0.06% | 172 |
|
|
2021
Q4 | $619K | Buy |
+2,200
| New | +$619K | 0.04% | 218 |
|