Crux Wealth Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$771K Buy
2,490
+596
+31% +$185K 0.33% 81
2025
Q1
$496K Buy
1,894
+399
+27% +$104K 0.26% 108
2024
Q4
$442K Buy
+1,495
New +$442K 0.25% 102