Atria Wealth Solutions’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Sell
2,217
-2,588
-54% -$802K 0.02% 786
2025
Q1
$1.26M Sell
4,805
-114
-2% -$29.8K 0.02% 792
2024
Q4
$1.45M Buy
4,919
+226
+5% +$66.8K 0.02% 763
2024
Q3
$1.29M Buy
4,693
+498
+12% +$137K 0.01% 817
2024
Q2
$1.04M Sell
4,195
-1,337
-24% -$331K 0.01% 875
2024
Q1
$1.44M Sell
5,532
-163
-3% -$42.5K 0.02% 748
2023
Q4
$1.39M Buy
5,695
+1,711
+43% +$417K 0.02% 735
2023
Q3
$824K Sell
3,984
-713
-15% -$148K 0.01% 894
2023
Q2
$961K Sell
4,697
-97
-2% -$19.8K 0.01% 845
2023
Q1
$998K Sell
4,794
-18
-0.4% -$3.75K 0.01% 795
2022
Q4
$899K Sell
4,812
-140
-3% -$26.2K 0.01% 796
2022
Q3
$925K Sell
4,952
-4,997
-50% -$933K 0.02% 732
2022
Q2
$1.58M Buy
9,949
+7,364
+285% +$1.17M 0.03% 505
2022
Q1
$554K Buy
+2,585
New +$554K 0.01% 1010