OWA
Opal Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5K | Sell |
202
-163
| -45% | -$50.5K | 0.02% | 343 |
|
|
2025
Q1 | $95.6K | Buy |
+365
| New | +$95.6K | 0.03% | 279 |
|
|
2024
Q3 | – | Sell |
-430
| Closed | -$106K | – | 203 |
|
|
2024
Q2 | $106K | Buy |
+430
| New | +$106K | 0.03% | 260 |
|
|
2023
Q2 | – | Sell |
-1,168
| Closed | -$243K | – | 146 |
|
|
2023
Q1 | $243K | Buy |
1,168
+31
| +3% | +$6.45K | 0.14% | 92 |
|
|
2022
Q4 | $212K | Buy |
1,137
+60
| +6% | +$11.2K | 0.12% | 113 |
|
|
2022
Q3 | $201K | Buy |
+1,077
| New | +$201K | 0.15% | 99 |
|
|
2022
Q2 | – | Sell |
-1,039
| Closed | -$223K | – | 111 |
|
|
2022
Q1 | $223K | Buy |
1,039
+175
| +20% | +$37.6K | 0.19% | 89 |
|
|
2021
Q4 | $243K | Buy |
+864
| New | +$243K | 0.15% | 99 |
|