Zhang Financial’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,485
| Closed | -$615K | – | 278 |
|
|
2024
Q2 | $615K | Sell |
2,485
-1,880
| -43% | -$465K | 0.04% | 172 |
|
|
2024
Q1 | $1.14M | Buy |
4,365
+1,668
| +62% | +$434K | 0.08% | 133 |
|
|
2023
Q4 | $657K | Sell |
2,697
-47
| -2% | -$11.4K | 0.06% | 159 |
|
|
2023
Q3 | $568K | Buy |
2,744
+640
| +30% | +$132K | 0.06% | 150 |
|
|
2023
Q2 | $430K | Buy |
2,104
+492
| +31% | +$101K | 0.04% | 169 |
|
|
2023
Q1 | $336K | Sell |
1,612
-338
| -17% | -$70.4K | 0.04% | 181 |
|
|
2022
Q4 | $364K | Buy |
+1,950
| New | +$364K | 0.05% | 175 |
|