WR Wealth Planners’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$4.14K	Buy	14 +2	+17%	+$591	﹤0.01%	732
2024 Q3	$3.31K	Hold	12	–	–	﹤0.01%	810
2024 Q2	$2.97K	Buy	12 +3	+33%	+$742	﹤0.01%	807
2024 Q1	$2.34K	Buy	+9	New	+$2.34K	﹤0.01%	847