PWA
Phoenix Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
919
| – | – | 0.12% | 106 |
|
|
2025
Q1 | $241K | Hold |
919
| – | – | 0.1% | 112 |
|
|
2024
Q4 | $272K | Hold |
919
| – | – | 0.12% | 102 |
|
|
2024
Q3 | $253K | Hold |
919
| – | – | 0.12% | 111 |
|
|
2024
Q2 | $227K | Hold |
919
| – | – | 0.11% | 116 |
|
|
2024
Q1 | $239K | Hold |
919
| – | – | 0.15% | 106 |
|
|
2023
Q4 | $215K | Buy |
+919
| New | +$215K | 0.15% | 108 |
|
|
2022
Q1 | – | Sell |
-919
| Closed | -$258K | – | 95 |
|
|
2021
Q4 | $258K | Hold |
919
| – | – | 0.19% | 98 |
|
|
2021
Q3 | $262K | Hold |
919
| – | – | 0.2% | 98 |
|
|
2021
Q2 | $272K | Hold |
919
| – | – | 0.2% | 100 |
|
|
2021
Q1 | $261K | Hold |
919
| – | – | 0.2% | 97 |
|
|
2020
Q4 | $281K | Buy |
+919
| New | +$281K | 0.21% | 80 |
|