Wunderlich Capital Managemnt’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23,706
| Closed | -$1.72M | – | 88 |
|
|
2016
Q3 | $1.72M | Sell |
23,706
-233
| -1% | -$16.9K | 1.37% | 18 |
|
|
2016
Q2 | $1.3M | Buy |
23,939
+318
| +1% | +$17.2K | 1.1% | 53 |
|
|
2016
Q1 | $1.38M | Buy |
23,621
+325
| +1% | +$18.9K | 1.18% | 36 |
|
|
2015
Q4 | $1.42M | Buy |
23,296
+395
| +2% | +$24.1K | 1.22% | 33 |
|
|
2015
Q3 | $1.01M | Buy |
22,901
+730
| +3% | +$32.2K | 0.93% | 58 |
|
|
2015
Q2 | $1.11M | Sell |
22,171
-126
| -0.6% | -$6.31K | 1.08% | 50 |
|
|
2015
Q1 | $1.3M | Buy |
22,297
+142
| +0.6% | +$8.28K | 1.17% | 36 |
|
|
2014
Q4 | $1.33M | Buy |
22,155
+504
| +2% | +$30.3K | 1.13% | 43 |
|
|
2014
Q3 | $1.19M | Sell |
21,651
-921
| -4% | -$50.6K | 1.07% | 49 |
|
|
2014
Q2 | $1.27M | Buy |
+22,572
| New | +$1.27M | 1.16% | 40 |
|