Kingswood Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
3,904
-122
| -3% | -$37.8K | 0.1% | 228 |
|
|
2025
Q1 | $1.05M | Sell |
4,026
-374
| -9% | -$97.9K | 0.1% | 232 |
|
|
2024
Q4 | $1.3M | Buy |
4,400
+1,078
| +32% | +$319K | 0.1% | 220 |
|
|
2024
Q3 | $915K | Buy |
+3,322
| New | +$915K | 0.07% | 315 |
|
|
2024
Q1 | – | Sell |
-1,143
| Closed | -$278K | – | 619 |
|
|
2023
Q4 | $278K | Buy |
1,143
+71
| +7% | +$17.3K | 0.03% | 501 |
|
|
2023
Q3 | $222K | Sell |
1,072
-469
| -30% | -$97K | 0.04% | 372 |
|
|
2023
Q2 | $315K | Buy |
+1,541
| New | +$315K | 0.1% | 189 |
|