Evermay Wealth Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$39K Hold
2025
Q1
$33K Hold
2024
Q4
$37.2K Sell
2024
Q3
$35.5K Hold
2024
Q2
$31.9K Sell
2024
Q1
$35.7K Sell
2023
Q4
$33.8K Sell
2023
Q3
$29.6K Sell
2023
Q2
$30.7K Sell
2023
Q1
$32.5K Sell
2022
Q4
$32.7K Sell
2022
Q3
$36K Hold
2022
Q2
$33K Sell
2022
Q1
$44K Buy
2021
Q4
$55K Sell
2021
Q3
$57K Sell
2021
Q2
$60K Buy