Journey Strategic Wealth’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
969
+103
+12% +$31.9K 0.01% 432
2025
Q1
$227K Buy
866
+31
+4% +$8.12K 0.01% 431
2024
Q4
$247K Buy
835
+37
+5% +$10.9K 0.01% 390
2024
Q3
$220K Buy
+798
New +$220K 0.01% 443