Wallace Advisory Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$454K Sell
2025
Q2
$409K Sell
2025
Q1
$477K Sell
2024
Q4
$490K Sell
2024
Q3
$454K Hold
2024
Q2
$454K Sell
2024
Q1
$1.1M Sell
2023
Q4
$1M Sell
2023
Q3
$1.05M Sell
2023
Q2
$1.28M Hold
2023
Q1
$1.28M Buy
2022
Q4
$870K Buy