Evelyn Partners Investment Management Services’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$198K Sell
111
-886
-89% -$1.58M 0.03% 100
2025
Q1
$216K Buy
+997
New +$216K 0.04% 88