Wealth Enhancement Advisory Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
52,102
+9,276
| +22% | +$2.94M | 0.03% | 481 |
|
|
2025
Q1 | $11.2M | Buy |
42,826
+9,222
| +27% | +$2.41M | 0.02% | 545 |
|
|
2024
Q4 | $9.93M | Buy |
33,604
+16,665
| +98% | +$4.93M | 0.02% | 555 |
|
|
2024
Q3 | $4.67M | Sell |
16,939
-944
| -5% | -$260K | 0.01% | 749 |
|
|
2024
Q2 | $4.43M | Sell |
17,883
-5,482
| -23% | -$1.36M | 0.01% | 716 |
|
|
2024
Q1 | $6.08M | Sell |
23,365
-314
| -1% | -$81.8K | 0.02% | 616 |
|
|
2023
Q4 | $5.77M | Buy |
23,679
+1,910
| +9% | +$465K | 0.02% | 573 |
|
|
2023
Q3 | $4.5M | Buy |
+21,769
| New | +$4.5M | 0.01% | 608 |
|
|
2020
Q2 | – | Sell |
-8,914
| Closed | -$1.58M | – | 210 |
|
|
2020
Q1 | $1.58M | Buy |
+8,914
| New | +$1.58M | 0.06% | 122 |
|