OWM
OneAscent Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,019
| Closed | -$212K | – | 103 |
|
|
2023
Q1 | $212K | Sell |
1,019
-148
| -13% | -$30.8K | 0.08% | 169 |
|
|
2022
Q4 | $218K | Buy |
+1,167
| New | +$218K | 0.1% | 147 |
|
|
2021
Q1 | $603K | Sell |
2,174
-44
| -2% | -$12.2K | 0.26% | 96 |
|
|
2020
Q4 | $677K | Buy |
+2,218
| New | +$677K | 0.31% | 73 |
|