Whalen 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	$311K	Sell	1,004 -627	-38%	-$194K	0.2%	135
2025 Q1	$427K	Buy	+1,631	New	+$427K	0.28%	74
2024 Q1	–	Sell	-2,698	Closed	-$657K	–	113
2023 Q4	$657K	Buy	+2,698	New	+$657K	0.59%	44