Wambolt & Associates’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
1,408
-80
| -5% | -$24.9K | 0.15% | 122 |
|
|
2025
Q1 | $394K | Sell |
1,488
-18
| -1% | -$4.76K | 0.13% | 126 |
|
|
2024
Q4 | $445K | Hold |
1,506
| – | – | 0.14% | 126 |
|
|
2024
Q3 | $403K | Sell |
1,506
-81
| -5% | -$21.7K | 0.11% | 136 |
|
|
2024
Q2 | $390K | Buy |
1,587
+41
| +3% | +$10.1K | 0.11% | 144 |
|
|
2024
Q1 | $401K | Sell |
1,546
-9
| -0.6% | -$2.34K | 0.12% | 157 |
|
|
2023
Q4 | $379K | Buy |
1,555
+51
| +3% | +$12.4K | 0.12% | 185 |
|
|
2023
Q3 | $314K | Buy |
1,504
+86
| +6% | +$18K | 0.11% | 199 |
|
|
2023
Q2 | $290K | Sell |
1,418
-151
| -10% | -$30.9K | 0.1% | 205 |
|
|
2023
Q1 | $326K | Sell |
1,569
-86
| -5% | -$17.9K | 0.12% | 203 |
|
|
2022
Q4 | $309K | Hold |
1,655
| – | – | 0.12% | 191 |
|
|
2022
Q3 | $309K | Hold |
1,655
| – | – | 0.13% | 184 |
|
|
2022
Q2 | $285K | Sell |
1,655
-22
| -1% | -$3.79K | 0.11% | 195 |
|
|
2022
Q1 | $357K | Sell |
1,677
-21
| -1% | -$4.47K | 0.13% | 180 |
|
|
2021
Q4 | $477K | Buy |
1,698
+932
| +122% | +$262K | 0.17% | 156 |
|
|
2021
Q3 | $218K | Buy |
+766
| New | +$218K | 0.09% | 228 |
|