Quotient 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
$323K Buy
1,042
+229
+28% +$70.9K 0.01% 257
2025
Q1
$213K Buy
813
+8
+1% +$2.09K 0.01% 317
2024
Q4
$238K Buy
805
+46
+6% +$13.6K 0.01% 289
2024
Q3
$209K Buy
+759
New +$209K 0.01% 303