Independent Financial Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$730K Sell
2025
Q4
$1.05M Sell
2025
Q3
$1.2M Sell
2025
Q2
$1.19M Sell
2025
Q1
$1.1M Sell
2024
Q4
$1.25M Sell
2024
Q3
$1.2M Buy
2024
Q2
$1.03M Buy
2024
Q1
$400K Sell
2023
Q4
$386K Buy
2023
Q3
$327K Buy
2023
Q2
$322K Buy
2023
Q1
$309K Buy
2022
Q4
$255K Buy
2022
Q3
$253K Sell
2022
Q2
$286K Buy
2022
Q1
$304K Buy
2021
Q4
$384K Buy
2021
Q3
$379K Buy
2021
Q2
$286K Buy
2021
Q1
$257K Buy