Moneta Group Investment Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Buy
2025
Q2
$297K Buy
2025
Q1
$232K Buy
2024
Q4
$254K Sell
2024
Q3
$298K Buy
2024
Q2
$252K Sell
2024
Q1
$293K Buy
2023
Q4
$242K Buy
2023
Q3
$202K Buy
2018
Q1
Sell
2017
Q4
$0 Buy