CreativeOne Wealth’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
$244K Sell
2025
Q2
$343K Sell
2025
Q1
$300K Sell
2024
Q4
$349K Sell
2024
Q3
$471K Buy
2024
Q2
$202K Sell
2024
Q1
$414K Buy
2023
Q3
Sell
2023
Q2
$236K Buy
2022
Q4
Sell
2022
Q3
$211K Buy