Strategic Wealth Partners’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
Sell
2025
Q2
$30K Buy
2021
Q4
Sell
2021
Q3
$456K Buy
2021
Q2
$404K Buy
2021
Q1
$365K Buy