Grant Private 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	–	Sell	-846	Closed	-$221K	–	73
2025 Q1	$221K	Sell	846 -40	-5%	-$10.5K	0.24%	111
2024 Q4	$262K	Buy	+886	New	+$262K	0.28%	95