Waverly 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 | $402K | Buy |
1,298
+316
| +32% | +$97.8K | ﹤0.01% | 874 |
|
|
2025
Q1 | $257K | Buy |
982
+45
| +5% | +$11.8K | ﹤0.01% | 979 |
|
|
2024
Q4 | $277K | Buy |
+937
| New | +$277K | ﹤0.01% | 844 |
|
|
2018
Q1 | – | Sell |
-197
| Closed | -$21K | – | 184 |
|
|
2017
Q4 | $21K | Buy |
+197
| New | +$21K | ﹤0.01% | 285 |
|
|
2014
Q4 | – | Sell |
-198
| Closed | -$11K | – | 413 |
|
|
2014
Q3 | $11K | Hold |
198
| – | – | 0.01% | 445 |
|
|
2014
Q2 | $11K | Hold |
198
| – | – | ﹤0.01% | 419 |
|
|
2014
Q1 | $10K | Hold |
198
| – | – | ﹤0.01% | 416 |
|
|
2013
Q4 | $10K | Buy |
+198
| New | +$10K | ﹤0.01% | 552 |
|