CWP
Curated Wealth Partners’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
1,406
-69
| -5% | -$21.4K | 0.05% | 104 |
|
|
2025
Q1 | $386K | Sell |
1,475
-158
| -10% | -$41.4K | 0.05% | 107 |
|
|
2024
Q4 | $483K | Buy |
1,633
+19
| +1% | +$5.62K | 0.06% | 88 |
|
|
2024
Q3 | $445K | Hold |
1,614
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $399K | Buy |
+1,614
| New | +$399K | 0.06% | 91 |
|
|
2024
Q1 | – | Sell |
-2,439
| Closed | -$594K | – | 9 |
|
|
2023
Q4 | $594K | Buy |
2,439
+184
| +8% | +$44.8K | 0.1% | 81 |
|
|
2023
Q3 | $467K | Buy |
2,255
+908
| +67% | +$188K | 0.09% | 79 |
|
|
2023
Q2 | $276K | Buy |
1,347
+193
| +17% | +$39.5K | 0.05% | 105 |
|
|
2023
Q1 | $240K | Buy |
+1,154
| New | +$240K | 0.05% | 112 |
|