Sage Private Wealth Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $206K | Sell |
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|
2024
Q2 | $205K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $65K | Hold |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $67K | Buy |
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