Strategic Wealth Partners’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30K	Buy	+97	New	+$30K	﹤0.01%	571
2021 Q4	–	Sell	-1,600	Closed	-$456K	–	282
2021 Q3	$456K	Buy	1,600 +216	+16%	+$61.6K	0.13%	177
2021 Q2	$404K	Buy	1,384 +66	+5%	+$19.3K	0.13%	171
2021 Q1	$365K	Buy	+1,318	New	+$365K	0.15%	149