SWM
ADSK icon

Sagace Wealth Management’s Autodesk ADSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
792
+20
+3% +$6.19K 0.18% 58
2025
Q1
$202K Buy
772
+29
+4% +$7.59K 0.15% 62
2024
Q4
$220K Buy
+743
New +$220K 0.16% 57