Waldron Private Wealth’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-742	Closed	-$219K	–	296
2024 Q4	$219K	Buy	742 +6	+0.8%	+$1.77K	0.01%	390
2024 Q3	$203K	Buy	+736	New	+$203K	0.01%	399