Waverly Advisors’s Autodesk ADSK Stock Holding History

Waverly Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$399K	Sell
2025 Q2	$402K	Buy
2025 Q1	$257K	Buy
2024 Q4	$277K	Buy
2018 Q1	–	Sell
2017 Q4	$21K	Buy
2014 Q4	–	Sell
2014 Q3	$11K	Hold
2014 Q2	$11K	Hold
2014 Q1	$10K	Hold
2013 Q4	$10K	Buy