Boomfish Wealth Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$955K Sell
3,086
-43
-1% -$13.3K 0.55% 60
2025
Q1
$819K Sell
3,129
-55
-2% -$14.4K 0.53% 61
2024
Q4
$941K Sell
3,184
-120
-4% -$35.5K 0.57% 60
2024
Q3
$910K Sell
3,304
-201
-6% -$55.4K 0.56% 69
2024
Q2
$867K Buy
+3,505
New +$867K 0.56% 71