Private Wealth Management Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.2K | Buy |
188
+24
| +15% | +$7.43K | 0.02% | 152 |
|
|
2025
Q1 | $42.9K | Buy |
164
+24
| +17% | +$6.28K | 0.02% | 186 |
|
|
2024
Q4 | $41.4K | Hold |
140
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $38.6K | Buy |
140
+1
| +0.7% | +$275 | 0.02% | 190 |
|
|
2024
Q2 | $34.4K | Buy |
139
+11
| +9% | +$2.72K | 0.01% | 195 |
|
|
2024
Q1 | $33.3K | Hold |
128
| – | – | 0.02% | 202 |
|
|
2023
Q4 | $31.2K | Buy |
+128
| New | +$31.2K | 0.02% | 211 |
|