Crestwood Advisors Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
1,317
+402
+44% +$124K 0.01% 379
2025
Q1
$240K Buy
+915
New +$240K ﹤0.01% 459