Symphony 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 | $249K | Buy |
+1,875
| New | +$249K | 0.03% | 223 |
|
|
2021
Q2 | – | Sell |
-2,261
| Closed | -$581K | – | 163 |
|
|
2021
Q1 | $581K | Buy |
2,261
+81
| +4% | +$20.8K | 0.15% | 98 |
|
|
2020
Q4 | $647K | Buy |
2,180
+250
| +13% | +$74.2K | 0.23% | 74 |
|
|
2020
Q3 | $446K | Buy |
+1,930
| New | +$446K | 0.18% | 83 |
|