U.S. Capital Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
1,272
+120
| +10% | +$37.1K | 0.01% | 657 |
|
|
2025
Q1 | $302K | Sell |
1,152
-5
| -0.4% | -$1.31K | 0.01% | 698 |
|
|
2024
Q4 | $342K | Buy |
1,157
+63
| +6% | +$18.6K | 0.01% | 654 |
|
|
2024
Q3 | $301K | Hold |
1,094
| – | – | 0.01% | 585 |
|
|
2024
Q2 | $271K | Buy |
1,094
+9
| +0.8% | +$2.23K | 0.01% | 588 |
|
|
2024
Q1 | $283K | Sell |
1,085
-13
| -1% | -$3.39K | 0.01% | 578 |
|
|
2023
Q4 | $267K | Sell |
1,098
-3
| -0.3% | -$730 | 0.01% | 576 |
|
|
2023
Q3 | $228K | Buy |
1,101
+25
| +2% | +$5.17K | 0.01% | 570 |
|
|
2023
Q2 | $220K | Buy |
1,076
+37
| +4% | +$7.57K | 0.01% | 608 |
|
|
2023
Q1 | $216K | Hold |
1,039
| – | – | 0.01% | 595 |
|
|
2022
Q4 | $194K | Buy |
+1,039
| New | +$194K | 0.01% | 610 |
|
|
2022
Q3 | – | Sell |
-1,339
| Closed | -$230K | – | 634 |
|
|
2022
Q2 | $230K | Sell |
1,339
-275
| -17% | -$47.2K | 0.01% | 601 |
|
|
2022
Q1 | $346K | Sell |
1,614
-54
| -3% | -$11.6K | 0.01% | 574 |
|
|
2021
Q4 | $469K | Buy |
1,668
+100
| +6% | +$28.1K | 0.02% | 524 |
|
|
2021
Q3 | $447K | Buy |
+1,568
| New | +$447K | 0.02% | 527 |
|