Kestra Private Wealth Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Sell |
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|
2025
Q2 | $2.74M | Sell |
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|
2025
Q1 | $2.33M | Buy |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $2.42M | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $2.07M | Sell |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $616K | Sell |
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|
2021
Q4 | $929K | Buy |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $281K | Buy |
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