Meritas Wealth 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 | $402K | Hold |
1,300
| – | – | 0.22% | 38 |
|
|
2025
Q1 | $340K | Hold |
1,300
| – | – | 0.2% | 40 |
|
|
2024
Q4 | $384K | Hold |
1,300
| – | – | 0.23% | 36 |
|
|
2024
Q3 | $358K | Hold |
1,300
| – | – | 0.22% | 36 |
|
|
2024
Q2 | $322K | Hold |
1,300
| – | – | 0.23% | 35 |
|
|
2024
Q1 | $339K | Hold |
1,300
| – | – | 0.24% | 33 |
|
|
2023
Q4 | $317K | Hold |
1,300
| – | – | 0.24% | 35 |
|
|
2023
Q3 | $269K | Hold |
1,300
| – | – | 0.21% | 35 |
|
|
2023
Q2 | $266K | Hold |
1,300
| – | – | 0.2% | 36 |
|
|
2023
Q1 | $271K | Hold |
1,300
| – | – | 0.21% | 34 |
|
|
2022
Q4 | $243K | Buy |
+1,300
| New | +$243K | 0.2% | 40 |
|