Soltis Investment Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
10,301
+4,141
+67% +$1.28M 0.25% 99
2025
Q1
$1.61M Sell
6,160
-10,524
-63% -$2.76M 0.14% 142
2024
Q4
$4.93M Buy
16,684
+13,584
+438% +$4.02M 0.46% 62
2024
Q3
$854K Sell
3,100
-9
-0.3% -$2.48K 0.08% 165
2024
Q2
$769K Buy
+3,109
New +$769K 0.08% 169