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Total Wealth Planning & Management’s Autodesk ADSK Stock Holding History

Total Wealth Planning & Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$385K Hold
1,244
– – 0.31% 112
2025
Q1 		$326K Hold
1,244
– – 0.31% 111
2024
Q4 		$368K Buy
+1,244
New +$368K 0.33% 93