Keudell/Morrison Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $788K | Sell |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $608K | Buy |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $205K | Buy |
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