Physician Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
814
+13
| +2% | +$4.02K | 0.04% | 153 |
|
|
2025
Q1 | $210K | Buy |
801
+31
| +4% | +$8.12K | 0.04% | 174 |
|
|
2024
Q4 | $228K | Sell |
770
-80
| -9% | -$23.6K | 0.04% | 163 |
|
|
2024
Q3 | $244K | Hold |
850
| – | – | 0.04% | 160 |
|
|
2024
Q2 | $216K | Buy |
+850
| New | +$216K | 0.04% | 169 |
|
|
2024
Q1 | – | Sell |
-847
| Closed | -$212K | – | 177 |
|
|
2023
Q4 | $212K | Buy |
+847
| New | +$212K | 0.05% | 156 |
|