FSB Premier Wealth Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
1,445
-5
-0.3% -$1.55K 0.16% 138
2025
Q1
$380K Buy
1,450
+280
+24% +$73.3K 0.15% 144
2024
Q4
$346K Buy
1,170
+100
+9% +$29.6K 0.14% 154
2024
Q3
$295K Buy
1,070
+256
+31% +$70.5K 0.12% 168
2024
Q2
$201K Buy
+814
New +$201K 0.09% 180
2022
Q1
Sell
-8
Closed -$2K 144
2021
Q4
$2K Buy
+8
New +$2K ﹤0.01% 484