World Equity Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+700
| New | +$217K | 0.06% | 297 |
|
|
2025
Q1 | – | Sell |
-744
| Closed | -$220K | – | 301 |
|
|
2024
Q4 | $220K | Sell |
744
-20
| -3% | -$5.91K | 0.05% | 332 |
|
|
2024
Q3 | $210K | Sell |
764
-216
| -22% | -$59.5K | 0.08% | 245 |
|
|
2024
Q2 | $243K | Sell |
980
-654
| -40% | -$162K | 0.07% | 231 |
|
|
2024
Q1 | $426K | Sell |
1,634
-294
| -15% | -$76.6K | 0.09% | 200 |
|
|
2023
Q4 | $469K | Sell |
1,928
-16
| -0.8% | -$3.9K | 0.09% | 198 |
|
|
2023
Q3 | $403K | Buy |
1,944
+942
| +94% | +$195K | 0.08% | 225 |
|
|
2023
Q2 | $205K | Sell |
1,002
-2,903
| -74% | -$594K | 0.06% | 299 |
|
|
2023
Q1 | $644K | Buy |
3,905
+2,431
| +165% | +$401K | 0.1% | 228 |
|
|
2022
Q4 | $275K | Buy |
1,474
+203
| +16% | +$37.9K | 0.07% | 268 |
|
|
2022
Q3 | $237K | Sell |
1,271
-74
| -6% | -$13.8K | 0.06% | 282 |
|
|
2022
Q2 | $231K | Sell |
1,345
-57
| -4% | -$9.8K | 0.06% | 300 |
|
|
2022
Q1 | $301K | Buy |
+1,402
| New | +$301K | 0.06% | 274 |
|