Carson Wealth (CWM 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 | $13M | Sell |
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|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | $17.2M | Sell |
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|
2024
Q3 | $16.7M | Sell |
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|
2024
Q2 | $17M | Buy |
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|
2024
Q1 | $17.8M | Buy |
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|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | $10.1M | Sell |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $158K | Hold |
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|
2020
Q3 | $158K | Hold |
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|
2020
Q2 | $158K | Hold |
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|
2020
Q1 | $158K | Hold |
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|
2019
Q4 | $158K | Hold |
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|
2019
Q3 | $158K | Hold |
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|
2019
Q2 | $158K | Hold |
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|
2019
Q1 | $158K | Buy |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $61K | Buy |
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|
2018
Q1 | $57K | Buy |
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|
2017
Q4 | $35K | Sell |
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|
2017
Q3 | $53K | Buy |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $11K | Sell |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $0 | Buy |
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