Kestra Investment Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
6,643
+6,290
+1,782% +$1.93M 0.03% 177
2025
Q1
$92.4K Sell
353
-395
-53% -$103K ﹤0.01% 431
2024
Q4
$221K Sell
748
-600
-45% -$177K 0.01% 336
2024
Q3
$371K Buy
+1,348
New +$371K 0.02% 241