H&H Retirement Design & 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
$472K Sell
1,600
-2
-0.1% -$590 0.26% 56
2025
Q1
$407K Hold
1,602
0.27% 56
2024
Q4
$457K Sell
1,602
-26
-2% -$7.41K 0.28% 56
2024
Q3
$466K Buy
1,628
+35
+2% +$10K 0.27% 59
2024
Q2
$391K Sell
1,593
-270
-14% -$66.2K 0.24% 63
2024
Q1
$405K Buy
+1,863
New +$405K 0.27% 58