Wallace Advisory Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
1,561
-53
| -3% | -$13.9K | 0.3% | 104 |
|
|
2025
Q1 | $477K | Sell |
1,614
-166
| -9% | -$49.1K | 0.33% | 90 |
|
|
2024
Q4 | $490K | Sell |
1,780
-54
| -3% | -$14.9K | 0.34% | 83 |
|
|
2024
Q3 | $454K | Hold |
1,834
| – | – | 0.33% | 81 |
|
|
2024
Q2 | $454K | Sell |
1,834
-2,696
| -60% | -$667K | 0.33% | 82 |
|
|
2024
Q1 | $1.1M | Sell |
4,530
-324
| -7% | -$78.9K | 0.83% | 31 |
|
|
2023
Q4 | $1M | Sell |
4,854
-274
| -5% | -$56.7K | 0.79% | 29 |
|
|
2023
Q3 | $1.05M | Sell |
5,128
-1,018
| -17% | -$208K | 0.75% | 31 |
|
|
2023
Q2 | $1.28M | Hold |
6,146
| – | – | 0.97% | 21 |
|
|
2023
Q1 | $1.28M | Buy |
6,146
+1,491
| +32% | +$310K | 0.97% | 21 |
|
|
2022
Q4 | $870K | Buy |
+4,655
| New | +$870K | 0.69% | 35 |
|