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Clearstead Trust’s Autodesk ADSK Stock Holding History

Clearstead Trust’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.5K Buy
189
+9
+5% +$2.79K 0.01% 297
2025
Q1 		$47.1K Hold
180
– – 0.01% 278
2024
Q4 		$53.2K Hold
180
– – 0.01% 258
2024
Q3 		$49.6K Hold
180
– – 0.01% 244
2024
Q2 		$44.5K Buy
+180
New +$44.5K 0.01% 244