Waterfront Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.28M | Sell |
4,123
-122
| -3% | -$37.8K | 0.29% | 106 |
|
2025
Q1 | $1.11M | Sell |
4,245
-15
| -0.4% | -$3.93K | 0.27% | 114 |
|
2024
Q4 | $1.26M | Buy |
4,260
+108
| +3% | +$31.9K | 0.31% | 94 |
|
2024
Q3 | $1.19M | Buy |
4,152
+82
| +2% | +$23.6K | 0.29% | 99 |
|
2024
Q2 | $1.01M | Buy |
4,070
+80
| +2% | +$19.8K | 0.27% | 114 |
|
2024
Q1 | $863K | Buy |
3,990
+45
| +1% | +$9.73K | 0.24% | 131 |
|
2023
Q4 | $961K | Buy |
3,945
+114
| +3% | +$27.8K | 0.28% | 109 |
|
2023
Q3 | $768K | Buy |
3,831
+86
| +2% | +$17.2K | 0.25% | 120 |
|
2023
Q2 | $794K | Buy |
3,745
+294
| +9% | +$62.3K | 0.24% | 128 |
|
2023
Q1 | $718K | Sell |
3,451
-1,446
| -30% | -$301K | 0.23% | 130 |
|
2022
Q4 | $1.03M | Buy |
4,897
+263
| +6% | +$55.5K | 0.35% | 85 |
|
2022
Q3 | $999K | Buy |
4,634
+718
| +18% | +$155K | 0.38% | 78 |
|
2022
Q2 | $673K | Buy |
3,916
+1,746
| +80% | +$300K | 0.27% | 103 |
|
2022
Q1 | $443K | Buy |
+2,170
| New | +$443K | 0.16% | 144 |
|