Kingswood Wealth Advisors’s Autodesk ADSK Stock Holding History

Kingswood Wealth Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.27M	Buy
2025 Q2	$1.21M	Sell
2025 Q1	$1.05M	Sell
2024 Q4	$1.3M	Buy
2024 Q3	$915K	Buy
2024 Q1	–	Sell
2023 Q4	$278K	Buy
2023 Q3	$222K	Sell
2023 Q2	$315K	Buy