United Asset Strategies’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
+2,786
| New | +$862K | 0.07% | 154 |
|
|
2024
Q2 | – | Sell |
-5,977
| Closed | -$1.56M | – | 227 |
|
|
2024
Q1 | $1.56M | Sell |
5,977
-70
| -1% | -$18.2K | 0.16% | 117 |
|
|
2023
Q4 | $1.47M | Buy |
6,047
+35
| +0.6% | +$8.52K | 0.17% | 116 |
|
|
2023
Q3 | $1.24M | Buy |
6,012
+468
| +8% | +$96.8K | 0.16% | 127 |
|
|
2023
Q2 | $1.13M | Buy |
5,544
+48
| +0.9% | +$9.82K | 0.14% | 131 |
|
|
2023
Q1 | $1.14M | Sell |
5,496
-223
| -4% | -$46.4K | 0.15% | 130 |
|
|
2022
Q4 | $1.07M | Buy |
+5,719
| New | +$1.07M | 0.15% | 131 |
|
|
2021
Q1 | – | Sell |
-3,007
| Closed | -$918K | – | 210 |
|
|
2020
Q4 | $918K | Buy |
3,007
+213
| +8% | +$65K | 0.14% | 111 |
|
|
2020
Q3 | $645K | Buy |
+2,794
| New | +$645K | 0.12% | 113 |
|