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