Valley National Advisers’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
18
-2
-10% -$556 ﹤0.01% 645
2025
Q1
$5K Buy
20
+4
+25% +$1K ﹤0.01% 640
2024
Q4
$4K Hold
16
﹤0.01% 635
2024
Q3
$4K Sell
16
-103
-87% -$25.8K ﹤0.01% 604
2024
Q2
$29K Buy
119
+9
+8% +$2.19K ﹤0.01% 458
2024
Q1
$28K Buy
110
+3
+3% +$764 ﹤0.01% 478
2023
Q4
$26K Sell
107
-15
-12% -$3.65K ﹤0.01% 498
2023
Q3
$25K Hold
122
﹤0.01% 466
2023
Q2
$25K Hold
122
﹤0.01% 474
2023
Q1
$24K Hold
122
﹤0.01% 480
2022
Q4
$24K Sell
122
-75
-38% -$14.8K ﹤0.01% 471
2022
Q3
$40K Hold
197
0.01% 397
2022
Q2
$36K Buy
197
+183
+1,307% +$33.4K 0.01% 392
2022
Q1
$3K Hold
14
﹤0.01% 736
2021
Q4
$4K Hold
14
﹤0.01% 698
2021
Q3
$4K Hold
14
﹤0.01% 680
2021
Q2
$4K Hold
14
﹤0.01% 690
2021
Q1
$4K Hold
14
﹤0.01% 644
2020
Q4
$4K Hold
14
﹤0.01% 621
2020
Q3
$3K Hold
14
﹤0.01% 611
2020
Q2
$3K Hold
14
﹤0.01% 606
2020
Q1
$2K Hold
14
﹤0.01% 625
2019
Q4
$3K Hold
14
﹤0.01% 640
2019
Q3
$2K Hold
14
﹤0.01% 663
2019
Q2
$2K Hold
14
﹤0.01% 630
2019
Q1
$2K Hold
14
﹤0.01% 629
2018
Q4
$2K Hold
14
﹤0.01% 618
2018
Q3
$2K Hold
14
﹤0.01% 576
2018
Q2
$2K Buy
+14
New +$2K ﹤0.01% 545