EverSource Wealth Advisors’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
$422K Sell
2025
Q2
$478K Buy
2025
Q1
$209K Buy
2024
Q4
$149K Buy
2024
Q3
$127K Sell
2024
Q2
$139K Sell
2024
Q1
$124K Buy
2023
Q4
$141K Buy
2023
Q3
$80.7K Sell
2023
Q2
$86.5K Buy
2023
Q1
$64.1K Sell
2022
Q4
$58.7K Buy
2022
Q3
$57K Buy
2022
Q2
$21K Buy
2022
Q1
$16K Sell
2021
Q4
$28K Buy