Curated 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
$319K Sell
2025
Q2
$435K Sell
2025
Q1
$386K Sell
2024
Q4
$483K Buy
2024
Q3
$445K Hold
2024
Q2
$399K Buy
2024
Q1
Sell
2023
Q4
$594K Buy
2023
Q3
$467K Buy
2023
Q2
$276K Buy
2023
Q1
$240K Buy