OWA
Outlook Wealth Advisors’s Autodesk ADSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $494K | Buy |
1,597
+9
| +0.6% | +$2.79K | 0.13% | 144 |
|
2025
Q1 | $416K | Buy |
1,588
+10
| +0.6% | +$2.62K | 0.12% | 164 |
|
2024
Q4 | $466K | Buy |
1,578
+62
| +4% | +$18.3K | 0.13% | 146 |
|
2024
Q3 | $418K | Buy |
1,516
+107
| +8% | +$29.5K | 0.12% | 147 |
|
2024
Q2 | $349K | Buy |
1,409
+143
| +11% | +$35.4K | 0.11% | 185 |
|
2024
Q1 | $330K | Buy |
1,266
+246
| +24% | +$64.1K | 0.1% | 192 |
|
2023
Q4 | $248K | Buy |
+1,020
| New | +$248K | 0.09% | 194 |
|