Schrum Private Wealth Management’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$402K	Hold	1,300	–	–	0.32%	78
2025 Q1	$340K	Hold	1,300	–	–	0.3%	87
2024 Q4	$384K	Buy	+1,300	New	+$384K	0.33%	77
2024 Q3	–	Sell	-1,300	Closed	-$322K	–	168
2024 Q2	$322K	Hold	1,300	–	–	0.29%	85
2024 Q1	$339K	Buy	+1,300	New	+$339K	0.31%	79
2023 Q4	–	Sell	-1,300	Closed	-$269K	–	97
2023 Q3	$269K	Hold	1,300	–	–	0.31%	85
2023 Q2	$266K	Hold	1,300	–	–	0.29%	90
2023 Q1	$271K	Hold	1,300	–	–	0.31%	86
2022 Q4	$243K	Hold	1,300	–	–	0.29%	94
2022 Q3	$242K	Hold	1,300	–	–	0.31%	96
2022 Q2	$224K	Hold	1,300	–	–	0.25%	102
2022 Q1	$279K	Hold	1,300	–	–	0.28%	94
2021 Q4	$366K	Buy	+1,300	New	+$366K	0.33%	81