Synergy Financial Group’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
$293K Buy
2025
Q2
$277K Sell
2025
Q1
$258K Buy
2024
Q4
$263K Sell
2024
Q3
$296K Buy
2024
Q2
$264K Sell
2024
Q1
$278K Buy
2023
Q4
$254K Buy
2023
Q3
$214K Buy
2023
Q2
$202K Hold
2023
Q1
$206K Sell
2022
Q4
$232K Sell
2022
Q3
$332K Buy
2022
Q2
$289K Hold
2022
Q1
$361K Hold
2021
Q4
$473K Buy