Bogart Wealth LLC’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
$30.5K Sell
2025
Q2
$39K Buy
2025
Q1
$21.5K Buy
2024
Q4
$13.9K Buy
2024
Q3
$10.7K Hold
2024
Q2
$9.65K Hold
2024
Q1
$10.2K Hold
2023
Q4
$9.5K Hold
2023
Q3
$8.07K Hold
2023
Q2
$7.98K Sell
2023
Q1
$10.8K Buy
2022
Q4
$6.17K Hold
2022
Q3
$6K Hold
2022
Q2
$6K Buy