Global Financial Private Client’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	-102	Closed	-$26.7K	–	246
2025 Q1	$26.7K	Buy	102 +11	+12%	+$3.13K	0.01%	404
2024 Q4	$26.9K	Buy	91 +5	+6%	+$1.48K	0.01%	384
2024 Q3	$23.7K	Buy	86 +74	+617%	+$18.6K	0.01%	404
2024 Q2	$2.97K	Hold	12	–	–	﹤0.01%	544
2024 Q1	$3.11K	Hold	12	–	–	﹤0.01%	554
2023 Q4	$2.92K	Hold	12	–	–	﹤0.01%	555
2023 Q3	$2.51K	Hold	12	–	–	﹤0.01%	554
2023 Q2	$2.44K	Hold	12	–	–	﹤0.01%	559
2023 Q1	$2.49K	Hold	12	–	–	﹤0.01%	560
2022 Q4	$2.24K	Hold	12	–	–	﹤0.01%	549
2022 Q3	$2.31K	Hold	12	–	–	﹤0.01%	522
2022 Q2	$2.09K	Hold	12	–	–	﹤0.01%	519
2022 Q1	$2.56K	Hold	12	–	–	﹤0.01%	513
2021 Q4	$3.37K	Hold	12	–	–	﹤0.01%	483
2021 Q3	$3.41K	Hold	12	–	–	﹤0.01%	421
2021 Q2	$3.52K	Hold	12	–	–	﹤0.01%	431
2021 Q1	$3.41K	Hold	12	–	–	﹤0.01%	386
2020 Q4	$3.66K	Buy	+12	New	+$3.16K	﹤0.01%	373