J.W. Cole Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Sell
1,999
-668
-25% -$207K 0.01% 842
2025
Q1
$698K Buy
2,667
+1,053
+65% +$276K 0.02% 663
2024
Q4
$477K Buy
1,614
+93
+6% +$27.5K 0.02% 618
2024
Q3
$419K Buy
1,521
+631
+71% +$174K 0.02% 665
2024
Q2
$220K Buy
+890
New +$220K 0.01% 819