Paragon Private Wealth Management’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Sell	805 -78	-9%	-$24.1K	0.1%	174
2025 Q1	$231K	Sell	883 -65	-7%	-$17K	0.11%	169
2024 Q4	$280K	Buy	948 +94	+11%	+$27.8K	0.13%	144
2024 Q3	$235K	Buy	854 +7	+0.8%	+$1.93K	0.12%	152
2024 Q2	$210K	Buy	+847	New	+$210K	0.12%	148