Schrum Private Wealth Management’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
$413K Hold
2025
Q2
$402K Hold
2025
Q1
$340K Hold
2024
Q4
$384K Buy
2024
Q3
Sell
2024
Q2
$322K Hold
2024
Q1
$339K Buy
2023
Q4
Sell
2023
Q3
$269K Hold
2023
Q2
$266K Hold
2023
Q1
$271K Hold
2022
Q4
$243K Hold
2022
Q3
$242K Hold
2022
Q2
$224K Hold
2022
Q1
$279K Hold
2021
Q4
$366K Buy