Williams Jones Wealth Management’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-702	Closed	-$205K	–	495
2021 Q2	$205K	Sell	702 -967	-58%	-$282K	﹤0.01%	462
2021 Q1	$463K	Buy	1,669 +1,011	+154%	+$280K	0.01%	320
2020 Q4	$201K	Buy	+658	New	+$201K	﹤0.01%	432