Beaird Harris Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81K | Buy |
22
+13
| +144% | +$4.03K | ﹤0.01% | 404 |
|
|
2025
Q1 | $2.36K | Hold |
9
| – | – | ﹤0.01% | 429 |
|
|
2024
Q4 | $2.66K | Hold |
9
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $2.48K | Hold |
9
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $2.23K | Hold |
9
| – | – | ﹤0.01% | 522 |
|
|
2024
Q1 | $2.34K | Hold |
9
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $2.19K | Buy |
+9
| New | +$2.19K | ﹤0.01% | 451 |
|
|
2023
Q1 | – | Sell |
-155
| Closed | -$29K | – | 491 |
|
|
2022
Q4 | $29K | Buy |
+155
| New | +$29K | 0.01% | 218 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$3K | – | 599 |
|
|
2021
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 517 |
|