Marcum Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $333K | Sell |
|
|||||
|
2024
Q4 | $391K | Buy |
|
|||||
|
2024
Q3 | $344K | Buy |
|
|||||
|
2024
Q2 | $290K | Buy |
|
|||||
|
2024
Q1 | $302K | Sell |
|
|||||
|
2023
Q4 | $294K | Sell |
|
|||||
|
2023
Q3 | $267K | Sell |
|
|||||
|
2023
Q2 | $281K | Sell |
|
|||||
|
2023
Q1 | $332K | Buy |
|
|||||
|
2022
Q4 | $281K | Sell |
|
|||||
|
2022
Q3 | $335K | Buy |
|
|||||
|
2022
Q2 | $287K | Buy |
|
|||||
|
2022
Q1 | $347K | Sell |
|
|||||
|
2021
Q4 | $472K | Sell |
|
|||||
|
2021
Q3 | $480K | Buy |
|
|||||
|
2021
Q2 | $447K | Sell |
|
|||||
|
2021
Q1 | $432K | Buy |
|