Lifestyle Asset 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
$1.38M Buy
4,455
+306
+7% +$94.7K 0.64% 32
2025
Q1
$1.09M Sell
4,149
-96
-2% -$25.1K 0.6% 35
2024
Q4
$1.25M Buy
4,245
+69
+2% +$20.4K 0.68% 29
2024
Q3
$1.15M Buy
4,176
+279
+7% +$76.9K 0.64% 34
2024
Q2
$964K Sell
3,897
-516
-12% -$128K 0.55% 41
2024
Q1
$1.15M Sell
4,413
-236
-5% -$61.5K 0.68% 36
2023
Q4
$1.13M Sell
4,649
-131
-3% -$31.9K 0.63% 32
2023
Q3
$989K Buy
+4,780
New +$989K 0.6% 36