GoalVest Advisory’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$262 363
2025
Q1
$262 Buy
+1
New +$262 ﹤0.01% 420
2024
Q2
Sell
-2
Closed -$521 316
2024
Q1
$521 Buy
+2
New +$521 ﹤0.01% 396