Ferguson Wellman Capital 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	–	Sell	-861	Closed	-$225K	–	340
2025 Q1	$225K	Buy	+861	New	+$245K	﹤0.01%	335
2024 Q1	–	Sell	-1,409	Closed	-$343K	–	370
2023 Q4	$343K	Sell	1,409 -14	-1%	-$3.02K	0.01%	288
2023 Q3	$294K	Sell	1,423 -255	-15%	-$53.6K	0.01%	293
2023 Q2	$343K	Sell	1,678 -1	-0.1%	-$200	0.01%	286
2023 Q1	$350K	Sell	1,679 -19	-1%	-$3.91K	0.01%	286
2022 Q4	$317K	Hold	1,698	–	–	0.01%	290
2022 Q3	$317K	Sell	1,698 -218	-11%	-$44.1K	0.01%	257
2022 Q2	$329K	Buy	1,916 +185	+11%	+$35.6K	0.01%	259
2022 Q1	$371K	Buy	1,731 +901	+109%	+$208K	0.01%	268
2021 Q4	$233K	Hold	830	–	–	0.01%	316
2021 Q3	$237K	Hold	830	–	–	0.01%	314
2021 Q2	$242K	Sell	830 -190	-19%	-$54.2K	0.01%	311
2021 Q1	$283K	Buy	1,020 +22	+2%	+$6.34K	0.01%	285
2020 Q4	$305K	Hold	998	–	–	0.01%	319
2020 Q3	$231K	Sell	998 -50	-5%	-$11.9K	0.01%	324
2020 Q2	$251K	Buy	+1,048	New	+$206K	0.01%	308
2020 Q1	–	Sell	-1,178	Closed	-$216K	–	312
2019 Q4	$216K	Buy	+1,178	New	+$191K	0.01%	340