Barlow Wealth Partners’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-44,053	Closed	-$10.4M	–	150
2024 Q1	$10.4M	Buy	44,053 +1,934	+5%	+$458K	1.42%	34
2023 Q4	$10.3M	Buy	+42,119	New	+$10.3M	1.46%	32