Triad 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	$430K	Buy	+1,388	New	+$430K	0.09%	174
2024 Q3	–	Sell	-11	Closed	-$2.74K	–	64
2024 Q2	$2.74K	Buy	+11	New	+$2.74K	﹤0.01%	704