Western Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
2,047
+230
| +13% | +$71.2K | 0.04% | 359 |
|
|
2025
Q1 | $476K | Buy |
1,817
+1,023
| +129% | +$268K | 0.03% | 407 |
|
|
2024
Q4 | $235K | Buy |
794
+30
| +4% | +$8.87K | 0.02% | 593 |
|
|
2024
Q3 | $210K | Buy |
+764
| New | +$210K | 0.01% | 704 |
|
|
2022
Q4 | – | Sell |
-1,758
| Closed | -$327K | – | 612 |
|
|
2022
Q3 | $327K | Buy |
1,758
+11
| +0.6% | +$2.05K | 0.02% | 606 |
|
|
2022
Q2 | $302K | Sell |
1,747
-174
| -9% | -$30.1K | 0.02% | 608 |
|
|
2022
Q1 | $412K | Buy |
1,921
+723
| +60% | +$155K | 0.02% | 583 |
|
|
2021
Q4 | $339K | Buy |
+1,198
| New | +$339K | 0.03% | 431 |
|
|
2021
Q2 | $264K | Buy |
899
+101
| +13% | +$29.7K | 0.03% | 529 |
|
|
2021
Q1 | $221K | Buy |
798
+11
| +1% | +$3.05K | 0.03% | 480 |
|
|
2020
Q4 | $240K | Buy |
+787
| New | +$240K | 0.04% | 403 |
|