Sunbelt Securities’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Hold
977
0.03% 494
2025
Q1
$256K Hold
977
0.02% 504
2024
Q4
$291K Sell
977
-10
-1% -$2.98K 0.03% 494
2024
Q3
$272K Hold
987
0.03% 509
2024
Q2
$244K Hold
987
0.03% 504
2024
Q1
$257K Buy
987
+487
+97% +$127K 0.03% 473
2023
Q4
$122K Sell
500
-11
-2% -$2.68K 0.02% 630
2023
Q3
$106K Buy
511
+32
+7% +$6.62K 0.01% 643
2023
Q2
$98K Sell
479
-17
-3% -$3.48K 0.01% 653
2023
Q1
$100K Buy
+496
New +$100K 0.02% 581
2020
Q1
Sell
-1,185
Closed -$217K 378
2019
Q4
$217K Sell
1,185
-300
-20% -$54.9K 0.02% 524
2019
Q3
$219K Buy
+1,485
New +$219K 0.02% 498