Spire 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
$360K Sell
1,162
-913
-44% -$283K 0.01% 594
2025
Q1
$543K Buy
2,075
+50
+2% +$13.1K 0.02% 548
2024
Q4
$599K Buy
2,025
+7
+0.3% +$2.07K 0.02% 509
2024
Q3
$556K Buy
2,018
+2
+0.1% +$551 0.02% 496
2024
Q2
$499K Sell
2,016
-39
-2% -$9.65K 0.02% 488
2024
Q1
$535K Sell
2,055
-87
-4% -$22.7K 0.01% 499
2023
Q4
$533K Buy
2,142
+20
+0.9% +$4.97K 0.02% 502
2023
Q3
$439K Sell
2,122
-163
-7% -$33.7K 0.02% 503
2023
Q2
$468K Sell
2,285
-13,495
-86% -$2.76M 0.02% 501
2023
Q1
$3.28M Buy
15,780
+13,573
+615% +$2.83M 0.13% 151
2022
Q4
$412K Buy
2,207
+804
+57% +$150K 0.02% 392
2022
Q3
$262K Sell
1,403
-871
-38% -$163K 0.02% 464
2022
Q2
$391K Sell
2,274
-521
-19% -$89.6K 0.02% 549
2022
Q1
$599K Sell
2,795
-619
-18% -$133K 0.02% 517
2021
Q4
$960K Sell
3,414
-52
-2% -$14.6K 0.02% 480
2021
Q3
$988K Buy
3,466
+8
+0.2% +$2.28K 0.03% 420
2021
Q2
$1.01M Sell
3,458
-475
-12% -$139K 0.03% 422
2021
Q1
$1.09M Buy
+3,933
New +$1.09M 0.03% 413