True Wealth Design’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
607
+286
| +89% | +$88.5K | 0.07% | 53 |
|
|
2025
Q1 | $84K | Buy |
321
+309
| +2,575% | +$80.9K | 0.03% | 115 |
|
|
2024
Q4 | $3.52K | Buy |
12
+5
| +71% | +$1.47K | ﹤0.01% | 605 |
|
|
2024
Q3 | $1.93K | Hold |
7
| – | – | ﹤0.01% | 803 |
|
|
2024
Q2 | $1.73K | Buy |
7
+2
| +40% | +$495 | ﹤0.01% | 384 |
|
|
2024
Q1 | $1.3K | Buy |
5
+2
| +67% | +$521 | ﹤0.01% | 401 |
|
|
2023
Q4 | $731 | Hold |
3
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $621 | Hold |
3
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $614 | Sell |
3
-50
| -94% | -$10.2K | ﹤0.01% | 392 |
|
|
2023
Q1 | $11K | Hold |
53
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $9.9K | Buy |
+53
| New | +$9.9K | ﹤0.01% | 222 |
|