One Wealth Management Investment & Advisory Services’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,041
Closed -$505K 50
2024
Q2
$505K Sell
2,041
-2,565
-56% -$635K 0.2% 64
2024
Q1
$1.2M Buy
4,606
+576
+14% +$150K 0.49% 34
2023
Q4
$981K Buy
+4,030
New +$981K 0.44% 44