Epic Trust Investment Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$355K Buy
2024
Q1
$354K Hold
2023
Q4
$331K Buy
2023
Q3
$271K Buy
2023
Q2
$268K Sell
2023
Q1
$324K Sell
2022
Q4
$426K Sell
2022
Q3
$438K Buy