Elevation Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$14 | – | 474 |
|
|
2025
Q1 | – | Hold |
0
| – | -$16 | – | 484 |
|
|
2024
Q4 | – | Hold |
0
| – | -$15 | – | 490 |
|
|
2024
Q3 | – | Sell |
-14
| Closed | -$3.48K | – | 467 |
|
|
2024
Q2 | $3.48K | Buy |
+14
| New | +$3.48K | ﹤0.01% | 410 |
|
|
2024
Q1 | – | Hold |
0
| – | -$11 | – | 466 |
|
|
2023
Q4 | – | Hold |
0
| – | -$11 | – | 435 |
|
|
2023
Q3 | – | Hold |
0
| – | -$11 | – | 335 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 344 |
|