Concord Wealth Partners’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 | $29.2K | Sell |
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|
2025
Q2 | $29.7K | Hold |
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|
2025
Q1 | $25.1K | Sell |
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|
2024
Q4 | $30.4K | Hold |
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|
2024
Q3 | $28.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $25K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.69K | Hold |
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|
2023
Q2 | $8.59K | Hold |
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|
2023
Q1 | $8.74K | Hold |
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|
2022
Q4 | $7.85K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $9K | Buy |
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