Premier Path Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
1,749
+578
| +49% | +$179K | 0.08% | 237 |
|
|
2025
Q1 | $307K | Buy |
1,171
+56
| +5% | +$14.7K | 0.05% | 301 |
|
|
2024
Q4 | $330K | Buy |
1,115
+67
| +6% | +$19.8K | 0.05% | 288 |
|
|
2024
Q3 | $289K | Buy |
1,048
+101
| +11% | +$27.8K | 0.05% | 305 |
|
|
2024
Q2 | $234K | Sell |
947
-143
| -13% | -$35.4K | 0.04% | 333 |
|
|
2024
Q1 | $286K | Buy |
1,090
+29
| +3% | +$7.61K | 0.05% | 282 |
|
|
2023
Q4 | $258K | Buy |
+1,061
| New | +$258K | 0.06% | 285 |
|