DWM
Defined Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
1,482
+8
| +0.5% | +$2.48K | 0.28% | 80 |
|
|
2025
Q1 | $386K | Sell |
1,474
-65
| -4% | -$17K | 0.26% | 85 |
|
|
2024
Q4 | $455K | Buy |
1,539
+4
| +0.3% | +$1.18K | 0.3% | 72 |
|
|
2024
Q3 | $423K | Buy |
1,535
+14
| +0.9% | +$3.86K | 0.27% | 80 |
|
|
2024
Q2 | $376K | Hold |
1,521
| – | – | 0.26% | 83 |
|
|
2024
Q1 | $396K | Buy |
1,521
+2
| +0.1% | +$521 | 0.28% | 79 |
|
|
2023
Q4 | $370K | Buy |
1,519
+3
| +0.2% | +$730 | 0.28% | 82 |
|
|
2023
Q3 | $314K | Buy |
1,516
+6
| +0.4% | +$1.24K | 0.27% | 84 |
|
|
2023
Q2 | $309K | Buy |
1,510
+1
| +0.1% | +$205 | 0.26% | 85 |
|
|
2023
Q1 | $314K | Hold |
1,509
| – | – | 0.29% | 82 |
|
|
2022
Q4 | $282K | Hold |
1,509
| – | – | 0.26% | 86 |
|
|
2022
Q3 | $282K | Hold |
1,509
| – | – | 0.31% | 73 |
|
|
2022
Q2 | $259K | Hold |
1,509
| – | – | 0.27% | 82 |
|
|
2022
Q1 | $323K | Hold |
1,509
| – | – | 0.28% | 79 |
|
|
2021
Q4 | $424K | Hold |
1,509
| – | – | 0.35% | 62 |
|
|
2021
Q3 | $430K | Hold |
1,509
| – | – | 0.38% | 58 |
|
|
2021
Q2 | $440K | Hold |
1,509
| – | – | 0.39% | 60 |
|
|
2021
Q1 | $418K | Hold |
1,509
| – | – | 0.4% | 59 |
|
|
2020
Q4 | $461K | Buy |
+1,509
| New | +$461K | 0.45% | 51 |
|