Axxcess Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+682
| New | +$211K | ﹤0.01% | 832 |
|
|
2025
Q1 | – | Sell |
-752
| Closed | -$222K | – | 849 |
|
|
2024
Q4 | $222K | Sell |
752
-738
| -50% | -$218K | 0.01% | 784 |
|
|
2024
Q3 | $410K | Buy |
1,490
+381
| +34% | +$105K | 0.01% | 600 |
|
|
2024
Q2 | $274K | Sell |
1,109
-913
| -45% | -$226K | 0.01% | 683 |
|
|
2024
Q1 | $527K | Buy |
2,022
+773
| +62% | +$201K | 0.01% | 519 |
|
|
2023
Q4 | $304K | Buy |
+1,249
| New | +$304K | 0.01% | 637 |
|
|
2022
Q1 | – | Sell |
-767
| Closed | -$216K | – | 623 |
|
|
2021
Q4 | $216K | Buy |
+767
| New | +$216K | 0.02% | 565 |
|