Carolina Wealth Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
4,433
+1,269
+40% +$393K 0.68% 27
2025
Q1
$828K Buy
3,164
+2,329
+279% +$610K 0.45% 36
2024
Q4
$247K Buy
835
+614
+278% +$181K 0.13% 52
2024
Q3
$60.9K Buy
+221
New +$60.9K 0.03% 101