Essex Financial Services’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
$298K Sell
2025
Q2
$380K Buy
2025
Q1
$250K Buy
2024
Q4
$261K Sell
2024
Q3
$276K Sell
2024
Q2
$261K Buy
2024
Q1
$245K Buy
2023
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$303K Buy
2021
Q4
$374K Buy
2021
Q3
$362K Buy
2021
Q2
$342K Hold
2021
Q1
$342K Buy
2020
Q4
$219K Buy