Principia Wealth Advisory’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.02K Buy
13
+2
+18% +$619 ﹤0.01% 261
2025
Q1
$2.9K Buy
11
+5
+83% +$1.32K ﹤0.01% 241
2024
Q4
$1.77K Buy
+6
New +$1.77K ﹤0.01% 262