FWA
FSM Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
1,627
+491
| +43% | +$155K | 0.08% | 150 |
|
|
2025
Q1 | $297K | Buy |
+1,136
| New | +$297K | 0.07% | 157 |
|
|
2023
Q2 | – | Sell |
-1,272
| Closed | -$265K | – | 166 |
|
|
2023
Q1 | $265K | Buy |
1,272
+91
| +8% | +$18.9K | 0.15% | 126 |
|
|
2022
Q4 | $221K | Buy |
+1,181
| New | +$221K | 0.16% | 129 |
|