TriaGen Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
945
| – | – | 0.09% | 149 |
|
|
2025
Q1 | $247K | Hold |
945
| – | – | 0.09% | 147 |
|
|
2024
Q4 | $279K | Sell |
945
-90
| -9% | -$26.6K | 0.09% | 146 |
|
|
2024
Q3 | $285K | Hold |
1,035
| – | – | 0.1% | 144 |
|
|
2024
Q2 | $256K | Hold |
1,035
| – | – | 0.1% | 146 |
|
|
2024
Q1 | $270K | Hold |
1,035
| – | – | 0.11% | 139 |
|
|
2023
Q4 | $252K | Buy |
1,035
+35
| +4% | +$8.52K | 0.12% | 140 |
|
|
2023
Q3 | $207K | Hold |
1,000
| – | – | 0.11% | 147 |
|
|
2023
Q2 | $205K | Hold |
1,000
| – | – | 0.09% | 158 |
|
|
2023
Q1 | $208K | Buy |
+1,000
| New | +$208K | 0.1% | 154 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$214K | – | 156 |
|
|
2022
Q1 | $214K | Hold |
1,000
| – | – | 0.11% | 158 |
|
|
2021
Q4 | $281K | Hold |
1,000
| – | – | 0.14% | 148 |
|
|
2021
Q3 | $285K | Hold |
1,000
| – | – | 0.16% | 149 |
|
|
2021
Q2 | $321K | Hold |
1,000
| – | – | 0.17% | 142 |
|
|
2021
Q1 | $277K | Sell |
1,000
-578
| -37% | -$160K | 0.16% | 140 |
|
|
2020
Q4 | $482K | Buy |
+1,578
| New | +$482K | 0.28% | 101 |
|