SageView Advisory 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
Q3
$9.76M Sell
2025
Q2
$10.3M Buy
2025
Q1
$8.86M Buy
2024
Q4
$9.99M Buy
2024
Q3
$9.3M Sell
2024
Q2
$8.68M Buy
2024
Q1
$9.1M Sell
2023
Q4
$8.99M Buy
2023
Q3
$7.21M Sell
2023
Q2
$7.16M Sell
2023
Q1
$7.28M Sell
2022
Q4
$6.65M Buy