Defined Wealth Management’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 | $472K | Buy |
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|
2025
Q2 | $459K | Buy |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $455K | Buy |
|
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|
2024
Q3 | $423K | Buy |
|
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|
2024
Q2 | $376K | Hold |
|
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|
2024
Q1 | $396K | Buy |
|
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|
2023
Q4 | $370K | Buy |
|
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|
2023
Q3 | $314K | Buy |
|
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|
2023
Q2 | $309K | Buy |
|
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|
2023
Q1 | $314K | Hold |
|
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $323K | Hold |
|
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $430K | Hold |
|
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $461K | Buy |
|