Valeo Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
1,910
+190
| +11% | +$58.8K | 0.01% | 413 |
|
|
2025
Q1 | $450K | Sell |
1,720
-11
| -0.6% | -$2.88K | 0.01% | 435 |
|
|
2024
Q4 | $512K | Buy |
1,731
+246
| +17% | +$72.7K | 0.01% | 399 |
|
|
2024
Q3 | $409K | Sell |
1,485
-278
| -16% | -$76.6K | 0.01% | 454 |
|
|
2024
Q2 | $436K | Buy |
1,763
+383
| +28% | +$94.8K | 0.01% | 428 |
|
|
2024
Q1 | $297K | Sell |
1,380
-44
| -3% | -$9.46K | 0.01% | 507 |
|
|
2023
Q4 | $347K | Buy |
1,424
+340
| +31% | +$82.8K | 0.01% | 451 |
|
|
2023
Q3 | $224K | Buy |
+1,084
| New | +$224K | 0.01% | 534 |
|
|
2021
Q2 | – | Sell |
-295
| Closed | -$82K | – | 478 |
|
|
2021
Q1 | $82K | Buy |
295
+201
| +214% | +$55.9K | ﹤0.01% | 655 |
|
|
2020
Q4 | $29K | Hold |
94
| – | – | ﹤0.01% | 912 |
|
|
2020
Q3 | $22K | Sell |
94
-200
| -68% | -$46.8K | ﹤0.01% | 864 |
|
|
2020
Q2 | $70K | Buy |
294
+70
| +31% | +$16.7K | 0.01% | 585 |
|
|
2020
Q1 | $36K | Sell |
224
-155
| -41% | -$24.9K | ﹤0.01% | 680 |
|
|
2019
Q4 | $70K | Buy |
379
+172
| +83% | +$31.8K | 0.01% | 529 |
|
|
2019
Q3 | $31K | Sell |
207
-82
| -28% | -$12.3K | ﹤0.01% | 717 |
|
|
2019
Q2 | $47K | Sell |
289
-115
| -28% | -$18.7K | 0.01% | 617 |
|
|
2019
Q1 | $63K | Sell |
404
-45
| -10% | -$7.02K | 0.01% | 509 |
|
|
2018
Q4 | $58K | Sell |
449
-33
| -7% | -$4.26K | 0.01% | 488 |
|
|
2018
Q3 | $62K | Sell |
482
-7
| -1% | -$900 | 0.01% | 502 |
|
|
2018
Q2 | $66K | Sell |
489
-432
| -47% | -$58.3K | 0.01% | 486 |
|
|
2018
Q1 | $116K | Buy |
921
+538
| +140% | +$67.8K | 0.02% | 338 |
|
|
2017
Q4 | $40K | Buy |
383
+212
| +124% | +$22.1K | 0.01% | 509 |
|
|
2017
Q3 | $19K | Buy |
+171
| New | +$19K | ﹤0.01% | 554 |
|