Synergy Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
896
-89
| -9% | -$27.6K | 0.2% | 92 |
|
|
2025
Q1 | $258K | Buy |
985
+94
| +11% | +$24.6K | 0.23% | 91 |
|
|
2024
Q4 | $263K | Sell |
891
-183
| -17% | -$54.1K | 0.22% | 80 |
|
|
2024
Q3 | $296K | Buy |
1,074
+7
| +0.7% | +$1.93K | 0.28% | 68 |
|
|
2024
Q2 | $264K | Sell |
1,067
-1
| -0.1% | -$247 | 0.28% | 66 |
|
|
2024
Q1 | $278K | Buy |
1,068
+24
| +2% | +$6.25K | 0.31% | 66 |
|
|
2023
Q4 | $254K | Buy |
1,044
+12
| +1% | +$2.92K | 0.31% | 69 |
|
|
2023
Q3 | $214K | Buy |
1,032
+43
| +4% | +$8.9K | 0.3% | 73 |
|
|
2023
Q2 | $202K | Hold |
989
| – | – | 0.27% | 80 |
|
|
2023
Q1 | $206K | Sell |
989
-254
| -20% | -$52.9K | 0.33% | 76 |
|
|
2022
Q4 | $232K | Sell |
1,243
-532
| -30% | -$99.4K | 0.46% | 64 |
|
|
2022
Q3 | $332K | Buy |
1,775
+93
| +6% | +$17.4K | 0.5% | 55 |
|
|
2022
Q2 | $289K | Hold |
1,682
| – | – | 0.45% | 64 |
|
|
2022
Q1 | $361K | Hold |
1,682
| – | – | 0.38% | 63 |
|
|
2021
Q4 | $473K | Buy |
+1,682
| New | +$473K | 0.42% | 58 |
|