Moran Wealth Management’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
$11.9M Sell
2025
Q2
$11.8M Sell
2025
Q1
$10.1M Buy
2024
Q4
$771K Sell
2024
Q3
$721K Sell
2024
Q2
$652K Buy
2024
Q1
$394K Buy
2023
Q4
$237K Buy