Valued Wealth 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
$20.1K Sell
65
-3
-4% -$929 0.01% 143
2025
Q1
$17.8K Hold
68
0.01% 158
2024
Q4
$20.1K Buy
68
+3
+5% +$887 0.01% 160
2024
Q3
$17.9K Buy
65
+8
+14% +$2.2K 0.01% 158
2024
Q2
$14.1K Buy
57
+6
+12% +$1.49K 0.01% 162
2024
Q1
$13.3K Buy
51
+31
+155% +$8.07K 0.01% 157
2023
Q4
$4.14K Buy
+20
New +$4.14K ﹤0.01% 213