Summit Financial’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
2025
Q1
$405K Sell
2024
Q4
$748K Buy
2024
Q3
$588K Buy
2024
Q2
$301K Buy
2024
Q1
Sell
2023
Q4
$204K Buy
2022
Q4
Sell
2022
Q3
$299K Buy
2022
Q2
Sell
2022
Q1
$243K Buy