Beacon Financial Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Buy
2025
Q2
$350K Buy
2025
Q1
$287K Sell
2024
Q4
$346K Sell
2024
Q3
$341K Buy
2024
Q2
$296K Sell
2024
Q1
$313K Sell
2023
Q4
$304K Buy
2023
Q3
$266K Buy
2023
Q2
$244K Sell
2023
Q1
$248K Sell
2022
Q4
$275K Buy
2014
Q1
Sell
2013
Q4
$381K Buy
2013
Q3
$317K Buy