Modern 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 | $418K | Buy |
1,349
+533
| +65% | +$165K | 0.01% | 509 |
|
|
2025
Q1 | $214K | Sell |
816
-142
| -15% | -$37.2K | 0.01% | 627 |
|
|
2024
Q4 | $283K | Buy |
958
+87
| +10% | +$25.7K | 0.01% | 467 |
|
|
2024
Q3 | $240K | Buy |
+871
| New | +$240K | 0.01% | 383 |
|
|
2024
Q2 | – | Sell |
-10,521
| Closed | -$2.74M | – | 405 |
|
|
2024
Q1 | $2.74M | Buy |
+10,521
| New | +$2.74M | 0.25% | 54 |
|