JWM
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JGP Wealth Management’s Autodesk ADSK Stock Holding History

JGP Wealth Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$532K Sell
1,718
-1
-0.1% -$310 0.06% 127
2025
Q1 		$450K Sell
1,719
-32
-2% -$8.38K 0.06% 132
2024
Q4 		$518K Sell
1,751
-1,514
-46% -$447K 0.07% 125
2024
Q3 		$899K Buy
+3,265
New +$899K 0.12% 99