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 |
|