Foundations Investment Advisors’s Autodesk ADSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
1,716
-333
-16% -$103K 0.01% 558
2025
Q1
$536K Sell
2,049
-716
-26% -$187K 0.01% 561
2024
Q4
$817K Sell
2,765
-19
-0.7% -$5.62K 0.02% 439
2024
Q3
$767K Buy
2,784
+78
+3% +$21.5K 0.02% 413
2024
Q2
$670K Sell
2,706
-694
-20% -$172K 0.02% 432
2024
Q1
$885K Sell
3,400
-46
-1% -$12K 0.02% 342
2023
Q4
$879K Buy
3,446
+1,702
+98% +$434K 0.02% 332
2023
Q3
$361K Buy
1,744
+314
+22% +$65K 0.01% 465
2023
Q2
$293K Sell
1,430
-17
-1% -$3.48K 0.01% 476
2023
Q1
$301K Sell
1,447
-81
-5% -$16.9K 0.01% 399
2022
Q4
$286K Sell
1,528
-1,219
-44% -$228K 0.01% 350
2022
Q3
$513K Buy
+2,747
New +$513K 0.02% 245