WealthPlan Investment Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,604
| Closed | -$953K | – | 191 |
|
|
2023
Q3 | $953K | Buy |
4,604
+2,415
| +110% | +$500K | 0.17% | 92 |
|
|
2023
Q2 | $448K | Sell |
2,189
-2,031
| -48% | -$416K | 0.13% | 96 |
|
|
2023
Q1 | $878K | Sell |
4,220
-4,126
| -49% | -$859K | 0.15% | 93 |
|
|
2022
Q4 | $1.87M | Sell |
8,346
-389
| -4% | -$87.1K | 0.13% | 128 |
|
|
2022
Q3 | $1.69M | Buy |
+8,735
| New | +$1.69M | 0.12% | 126 |
|
|
2022
Q1 | $1.84M | Buy |
+9,698
| New | +$1.84M | 0.13% | 123 |
|