Everhart Financial Group’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
$890K Buy
2025
Q2
$748K Buy
2025
Q1
$501K Buy
2024
Q4
$503K Buy
2024
Q3
$442K Buy
2024
Q2
$295K Buy
2024
Q1
$228K Buy