Avantax Advisory Services’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.21M Buy
2025
Q1
$1.38M Buy
2024
Q4
$1.48M Buy
2024
Q3
$1.3M Buy
2024
Q2
$1.02M Buy
2024
Q1
$369K Buy
2023
Q4
$315K Sell
2023
Q3
$269K Buy
2023
Q2
$214K Sell
2023
Q1
$219K Buy
2022
Q1
Sell
2021
Q4
$262K Sell
2021
Q3
$289K Buy
2021
Q2
$251K Buy
2021
Q1
$233K Buy
2020
Q4
$201K Sell
2020
Q3
$356K Buy