Trek 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 | $207K | Buy |
+668
| New | +$207K | 0.01% | 397 |
|
|
2024
Q2 | – | Sell |
-861
| Closed | -$224K | – | 389 |
|
|
2024
Q1 | $224K | Buy |
+861
| New | +$224K | 0.02% | 361 |
|
|
2021
Q2 | – | Sell |
-4,339
| Closed | -$1.2M | – | 224 |
|
|
2021
Q1 | $1.2M | Buy |
+4,339
| New | +$1.2M | 0.14% | 56 |
|