Valley Wealth Managers’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60
| Closed | -$14.6K | – | 330 |
|
|
2023
Q4 | $14.6K | Hold |
60
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $12.4K | Hold |
60
| – | – | ﹤0.01% | 281 |
|
|
2023
Q2 | $12.3K | Hold |
60
| – | – | ﹤0.01% | 263 |
|
|
2023
Q1 | $12.5K | Hold |
60
| – | – | ﹤0.01% | 276 |
|
|
2022
Q4 | $11.2K | Hold |
60
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $11K | Hold |
60
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 327 |
|
|
2017
Q1 | – | Sell |
-54
| Closed | -$4K | – | 203 |
|
|
2016
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 196 |
|