OneAscent Financial Services’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
$231K Sell
2025
Q2
$244K Buy
2024
Q2
Sell
2024
Q1
$412K Sell
2023
Q4
$416K Sell
2023
Q3
$424K Buy
2023
Q2
Sell
2023
Q1
$308K Sell
2022
Q4
$290K Buy
2021
Q1
$275K Sell
2020
Q4
$308K Sell
2020
Q3
$721K Buy