WESPAC Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
+1,116
| New | +$345K | 0.24% | 129 |
|
|
2021
Q1 | – | Sell |
-1,125
| Closed | -$344K | – | 162 |
|
|
2020
Q4 | $344K | Buy |
+1,125
| New | +$344K | 0.27% | 99 |
|
|
2019
Q3 | – | Sell |
-1,962
| Closed | -$320K | – | 96 |
|
|
2019
Q2 | $320K | Buy |
+1,962
| New | +$320K | 0.24% | 81 |
|
|
2018
Q4 | – | Sell |
-1,878
| Closed | -$293K | – | 102 |
|
|
2018
Q3 | $293K | Buy |
+1,878
| New | +$293K | 0.17% | 113 |
|
|
2017
Q3 | – | Sell |
-7,669
| Closed | -$773K | – | 140 |
|
|
2017
Q2 | $773K | Buy |
7,669
+3,646
| +91% | +$368K | 0.53% | 61 |
|
|
2017
Q1 | $348K | Sell |
4,023
-437
| -10% | -$37.8K | 0.4% | 86 |
|
|
2016
Q4 | $330K | Buy |
+4,460
| New | +$330K | 0.37% | 79 |
|