Kaufman Rossin 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
$557K Buy
1,800
+998
+124% +$309K 0.35% 41
2025
Q1
$210K Buy
+802
New +$210K 0.15% 134