Strait & Sound Wealth 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 | $469K | Sell |
1,515
-178
| -11% | -$55.1K | 0.2% | 93 |
|
|
2025
Q1 | $443K | Buy |
1,693
+45
| +3% | +$11.8K | 0.21% | 88 |
|
|
2024
Q4 | $487K | Sell |
1,648
-50
| -3% | -$14.8K | 0.23% | 81 |
|
|
2024
Q3 | $468K | Sell |
1,698
-687
| -29% | -$189K | 0.23% | 83 |
|
|
2024
Q2 | $590K | Sell |
2,385
-104
| -4% | -$25.7K | 0.3% | 56 |
|
|
2024
Q1 | $600K | Buy |
2,489
+117
| +5% | +$28.2K | 0.34% | 49 |
|
|
2023
Q4 | $566K | Buy |
2,372
+409
| +21% | +$97.5K | 0.35% | 48 |
|
|
2023
Q3 | $406K | Sell |
1,963
-100
| -5% | -$20.7K | 0.35% | 66 |
|
|
2023
Q2 | $422K | Hold |
2,063
| – | – | 0.42% | 55 |
|
|
2023
Q1 | $429K | Buy |
2,063
+44
| +2% | +$9.16K | 0.43% | 56 |
|
|
2022
Q4 | $405K | Buy |
+2,019
| New | +$405K | 0.44% | 56 |
|