Stonegate Investment Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.3M Sell
17,132
-150
-0.9% -$46.4K 0.13% 71
2025
Q1
$4.52M Sell
17,282
-397
-2% -$104K 0.12% 71
2024
Q4
$5.23M Sell
17,679
-9
-0.1% -$2.66K 0.14% 69
2024
Q3
$4.87M Sell
17,688
-156
-0.9% -$43K 0.13% 75
2024
Q2
$4.42M Buy
17,844
+45
+0.3% +$11.1K 0.13% 75
2024
Q1
$4.64M Buy
17,799
+1,767
+11% +$460K 0.15% 73
2023
Q4
$3.9M Buy
16,032
+627
+4% +$153K 0.13% 74
2023
Q3
$3.19M Buy
15,405
+1,772
+13% +$367K 0.12% 82
2023
Q2
$2.79M Buy
13,633
+4,995
+58% +$1.02M 0.1% 88
2023
Q1
$1.8M Buy
8,638
+986
+13% +$205K 0.07% 115
2022
Q4
$1.43M Buy
7,652
+3,902
+104% +$729K 0.06% 118
2022
Q3
$701K Sell
3,750
-171
-4% -$32K 0.03% 154
2022
Q2
$674K Buy
3,921
+562
+17% +$96.6K 0.03% 157
2022
Q1
$720K Sell
3,359
-5,642
-63% -$1.21M 0.02% 147
2021
Q4
$2.53M Buy
+9,001
New +$2.53M 0.11% 90