HB Wealth Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.5M Buy
2025
Q2
$2.13M Buy
2025
Q1
$1.78M Buy
2024
Q4
$1.5M Sell
2024
Q3
$1.44M Buy
2024
Q2
$1.08M Buy
2024
Q1
$1.05M Buy
2023
Q4
$758K Buy
2023
Q3
$621K Buy
2023
Q2
$489K Buy
2023
Q1
$469K Buy
2022
Q4
$376K Buy
2022
Q3
$365K Buy
2022
Q2
$233K Sell
2022
Q1
$295K Buy
2021
Q4
$230K Buy