Summit Global Investments’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,602
| Closed | -$1.07M | – | 428 |
|
|
2024
Q4 | $1.07M | Sell |
3,602
-73
| -2% | -$21.6K | 0.07% | 204 |
|
|
2024
Q3 | $1.01M | Buy |
3,675
+2,802
| +321% | +$772K | 0.06% | 242 |
|
|
2024
Q2 | $216K | Buy |
+873
| New | +$216K | 0.01% | 470 |
|
|
2024
Q1 | – | Sell |
-1,052
| Closed | -$256K | – | 494 |
|
|
2023
Q4 | $256K | Buy |
+1,052
| New | +$256K | 0.02% | 456 |
|
|
2022
Q3 | – | Sell |
-9,804
| Closed | -$1.69M | – | 455 |
|
|
2022
Q2 | $1.69M | Buy |
9,804
+415
| +4% | +$71.4K | 0.15% | 150 |
|
|
2022
Q1 | $2.01M | Hold |
9,389
| – | – | 0.15% | 148 |
|
|
2021
Q4 | $2.64M | Buy |
+9,389
| New | +$2.64M | 0.17% | 115 |
|