Valeo Financial Advisors, LLC Autodesk, Inc. Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Autodesk, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,485 shares of ADSK stock, worth $365,057. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,485

Previous 1,763 15.77%

Holding current value

$365,057

Previous $436,000 16.28%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$245.83 - $245.83 $68,340 - $68,340	-278 Reduced 15.77%	1,485 $365,000
Q2 2024 Jul 10, 2024	BUY	$199.93 - $259.44 $76,573 - $99,365	383 Added 27.75%	1,763 $436,000
Q1 2024 Apr 25, 2024	SELL	$227.19 - $266.68 $11,359 - $13,334	-50 Reduced 3.5%	1,380 $359,000
Q1 2024 Apr 19, 2024	BUY	$227.19 - $266.68 $1,363 - $1,600	6 Added 0.42%	1,430 $372,000
Q4 2023 Jan 29, 2024	BUY	$195.15 - $245.11 $66,351 - $83,337	340 Added 31.37%	1,424 $346,000
Q3 2023 Oct 19, 2023	BUY	$198.7 - $222.2 $215,390 - $240,864	1,084 New	1,084 $224,000
Q2 2021 Jul 22, 2021	SELL	$269.54 - $300.16 $79,514 - $88,547	-295 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$253.1 - $320.13 $50,873 - $64,346	201 Added 213.83%	295 $82,000
Q3 2020 Oct 28, 2020	SELL	$220.96 - $261.35 $44,192 - $52,270	-200 Reduced 68.03%	94 $22,000
Q2 2020 Jul 20, 2020	BUY	$137.05 - $241.62 $9,593 - $16,913	70 Added 31.25%	294 $70,000
Q1 2020 Apr 13, 2020	SELL	$136.0 - $210.76 $21,080 - $32,667	-155 Reduced 40.9%	224 $36,000
Q4 2019 Jan 24, 2020	BUY	$139.67 - $185.38 $24,023 - $31,885	172 Added 83.09%	379 $70,000
Q3 2019 Oct 15, 2019	SELL	$140.08 - $174.19 $11,486 - $14,283	-82 Reduced 28.37%	207 $31,000
Q2 2019 Jul 10, 2019	SELL	$154.82 - $178.21 $17,804 - $20,494	-115 Reduced 28.47%	289 $47,000
Q1 2019 Apr 12, 2019	SELL	$121.85 - $164.28 $5,483 - $7,392	-45 Reduced 10.02%	404 $63,000
Q4 2018 Jan 30, 2019	SELL	$118.32 - $155.5 $3,904 - $5,131	-33 Reduced 6.85%	449 $58,000
Q3 2018 Nov 01, 2018	SELL	$127.0 - $157.2 $889 - $1,100	-7 Reduced 1.43%	482 $62,000
Q2 2018 Aug 14, 2018	SELL	$122.75 - $141.26 $53,028 - $61,024	-432 Reduced 46.91%	489 $66,000
Q1 2018 Apr 12, 2018	BUY	$104.81 - $139.36 $56,387 - $74,975	538 Added 140.47%	921 $116,000
Q4 2017 Feb 09, 2018	BUY	$103.8 - $130.24 $22,005 - $27,610	212 Added 123.98%	383 $40,000
Q3 2017 Nov 14, 2017	BUY	$104.98 - $116.48 $17,951 - $19,918	171	171 $19,000

Others Institutions Holding ADSK

# of Institutions

1,347

Shares Held

183M

Call Options Held

2.07M

Put Options Held

2.47M

View Full List

About Autodesk, Inc.

Ticker ADSK
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 215,859,008
Market Cap $53.1B
Description
Autodesk, Inc. provides 3D design, engineering, and entertainment software and services worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects; BIM 360, a construction management cloud-based software; A...

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Valeo Financial Advisors, LLC Autodesk, Inc. Transaction History