GVAG
Great Valley Advisor Group’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,323
-38
| -1% | -$11.8K | 0.02% | 456 |
|
|
2025
Q1 | $879K | Sell |
3,361
-296
| -8% | -$77.5K | 0.02% | 474 |
|
|
2024
Q4 | $1.08M | Buy |
3,657
+376
| +11% | +$111K | 0.02% | 430 |
|
|
2024
Q3 | $904K | Buy |
3,281
+9
| +0.3% | +$2.48K | 0.02% | 446 |
|
|
2024
Q2 | $810K | Buy |
3,272
+6
| +0.2% | +$1.49K | 0.02% | 428 |
|
|
2024
Q1 | $850K | Sell |
3,266
-43
| -1% | -$11.2K | 0.03% | 398 |
|
|
2023
Q4 | $805K | Buy |
3,309
+55
| +2% | +$13.4K | 0.03% | 369 |
|
|
2023
Q3 | $673K | Buy |
3,254
+206
| +7% | +$42.6K | 0.03% | 381 |
|
|
2023
Q2 | $623K | Sell |
3,048
-99
| -3% | -$20.2K | 0.03% | 398 |
|
|
2023
Q1 | $655K | Buy |
3,147
+1,513
| +93% | +$315K | 0.03% | 385 |
|
|
2022
Q4 | $305K | Hold |
1,634
| – | – | 0.02% | 539 |
|
|
2022
Q3 | $305K | Sell |
1,634
-2,046
| -56% | -$382K | 0.02% | 534 |
|
|
2022
Q2 | $633K | Buy |
3,680
+1,831
| +99% | +$315K | 0.03% | 385 |
|
|
2022
Q1 | $414K | Buy |
1,849
+263
| +17% | +$58.9K | 0.02% | 422 |
|
|
2021
Q4 | $446K | Sell |
1,586
-161
| -9% | -$45.3K | 0.03% | 408 |
|
|
2021
Q3 | $498K | Sell |
1,747
-8
| -0.5% | -$2.28K | 0.03% | 358 |
|
|
2021
Q2 | $512K | Buy |
1,755
+41
| +2% | +$12K | 0.04% | 346 |
|
|
2021
Q1 | $475K | Sell |
1,714
-44
| -3% | -$12.2K | 0.05% | 315 |
|
|
2020
Q4 | $537K | Buy |
1,758
+80
| +5% | +$24.4K | 0.06% | 270 |
|
|
2020
Q3 | $388K | Sell |
1,678
-20
| -1% | -$4.63K | 0.05% | 291 |
|
|
2020
Q2 | $406K | Buy |
1,698
+49
| +3% | +$11.7K | 0.07% | 269 |
|
|
2020
Q1 | $257K | Hold |
1,649
| – | – | 0.07% | 258 |
|
|
2019
Q4 | $303K | Hold |
1,649
| – | – | 0.07% | 279 |
|
|
2019
Q3 | $244K | Hold |
1,649
| – | – | 0.06% | 297 |
|
|
2019
Q2 | $269K | Buy |
1,649
+54
| +3% | +$8.81K | 0.07% | 268 |
|
|
2019
Q1 | $249K | Hold |
1,595
| – | – | 0.08% | 257 |
|
|
2018
Q4 | $205K | Buy |
+1,595
| New | +$205K | 0.08% | 221 |
|