Summit Financial’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
1,678
+130
| +8% | +$40.2K | 0.01% | 569 |
|
|
2025
Q1 | $405K | Sell |
1,548
-984
| -39% | -$258K | 0.01% | 564 |
|
|
2024
Q4 | $748K | Buy |
2,532
+399
| +19% | +$118K | 0.03% | 374 |
|
|
2024
Q3 | $588K | Buy |
2,133
+918
| +76% | +$253K | 0.02% | 348 |
|
|
2024
Q2 | $301K | Buy |
+1,215
| New | +$301K | 0.01% | 414 |
|
|
2024
Q1 | – | Sell |
-837
| Closed | -$204K | – | 383 |
|
|
2023
Q4 | $204K | Buy |
+837
| New | +$204K | 0.01% | 342 |
|
|
2022
Q4 | – | Sell |
-1,601
| Closed | -$299K | – | 249 |
|
|
2022
Q3 | $299K | Buy |
+1,601
| New | +$299K | 0.03% | 213 |
|
|
2022
Q2 | – | Sell |
-1,135
| Closed | -$243K | – | 232 |
|
|
2022
Q1 | $243K | Buy |
+1,135
| New | +$243K | 0.02% | 229 |
|