Envestnet Portfolio Solutions’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Sell
10,455
-535
-5% -$166K 0.01% 450
2025
Q1
$2.88M Sell
10,990
-5,753
-34% -$1.51M 0.01% 494
2024
Q4
$4.95M Buy
16,743
+2,772
+20% +$819K 0.02% 396
2024
Q3
$3.85M Buy
13,971
+1,751
+14% +$482K 0.01% 460
2024
Q2
$3.02M Sell
12,220
-449
-4% -$111K 0.01% 512
2024
Q1
$3.3M Sell
12,669
-2,621
-17% -$683K 0.01% 497
2023
Q4
$3.72M Buy
15,290
+1,790
+13% +$436K 0.02% 411
2023
Q3
$2.79M Buy
+13,500
New +$2.79M 0.01% 451