AWAU
Alliance Wealth Advisors (Utah)’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,477
+734
| +27% | +$227K | 0.26% | 90 |
|
|
2025
Q1 | $718K | Buy |
2,743
+680
| +33% | +$178K | 0.19% | 121 |
|
|
2024
Q4 | $610K | Buy |
2,063
+1,082
| +110% | +$320K | 0.16% | 144 |
|
|
2024
Q3 | $270K | Buy |
+981
| New | +$270K | 0.07% | 215 |
|
|
2024
Q2 | – | Sell |
-10,970
| Closed | -$2.86M | – | 227 |
|
|
2024
Q1 | $2.86M | Buy |
10,970
+495
| +5% | +$129K | 0.85% | 38 |
|
|
2023
Q4 | $2.55M | Buy |
10,475
+35
| +0.3% | +$8.52K | 0.86% | 34 |
|
|
2023
Q3 | $2.16M | Buy |
10,440
+423
| +4% | +$87.5K | 0.8% | 39 |
|
|
2023
Q2 | $2.05M | Sell |
10,017
-2,723
| -21% | -$557K | 0.76% | 42 |
|
|
2023
Q1 | $2.65M | Buy |
12,740
+601
| +5% | +$125K | 1.07% | 20 |
|
|
2022
Q4 | $2.27M | Buy |
+12,139
| New | +$2.27M | 1.02% | 28 |
|