Aaron Wealth Advisors’s Autodesk ADSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
1,266
+52
+4% +$16.1K 0.04% 298
2025
Q1
$318K Buy
1,214
+27
+2% +$7.07K 0.04% 314
2024
Q4
$351K Buy
1,187
+59
+5% +$17.4K 0.04% 282
2024
Q3
$311K Buy
+1,128
New +$311K 0.04% 292
2022
Q2
Sell
-118,321
Closed -$552K 200
2022
Q1
$552K Buy
+118,321
New +$552K 0.01% 488