Telemus Capital’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.69M Buy
6,959
+956
+16% +$233K 0.14% 119
2023
Q3
$1.24M Sell
6,003
-100
-2% -$20.7K 0.12% 135
2023
Q2
$1.25M Sell
6,103
-551
-8% -$113K 0.11% 143
2023
Q1
$1.39M Buy
6,654
+177
+3% +$36.8K 0.12% 142
2022
Q4
$1.21M Buy
6,477
+326
+5% +$61K 0.11% 156
2022
Q3
$1.15M Buy
6,151
+227
+4% +$42.4K 0.12% 148
2022
Q2
$1.02M Buy
+5,924
New +$1.02M 0.1% 165
2020
Q4
Sell
-2,700
Closed -$702K 376
2020
Q3
$702K Buy
+2,700
New +$702K 0.05% 248
2018
Q1
Sell
-365
Closed -$38K 406
2017
Q4
$38K Buy
+365
New +$38K ﹤0.01% 434