Valley Forge Capital Management

History Stock Activity Share change % change to portfolio
Q4  2023
MA - Mastercard Inc. Reduce 0.29% 4,330 0.05
FICO - Fair Isaac Corp. Reduce 4.18% 39,461 1.31
Q2  2023
ADBE - Adobe Inc. Sell 100.00% 246,305 3.59
ADSK - Autodesk Inc. Sell 100.00% 224,034 1.77
Q1  2023
FICO - Fair Isaac Corp. Reduce 2.08% 20,000 0.53
MA - Mastercard Inc. Reduce 4.28% 66,565 0.92
V - Visa Inc. Reduce 9.93% 99,800 0.85
AMZN - Amazon.com Inc. Sell 100.00% 1,105,393 3.77
Q4  2022
MA - Mastercard Inc. Reduce 1.19% 18,750 0.26
AMZN - Amazon.com Inc. Reduce 32.36% 528,907 1.80
Q2  2022
AZPN - Aspen Technology Inc. Reduce 58.00% 242,338 1.99
Q1  2022
ADSK - Autodesk Inc. Reduce 11.66% 29,574 0.24
Q4  2021
V - Visa Inc. Reduce 8.07% 81,906 0.67
INTU - Intuit Inc. Reduce 8.90% 19,150 0.47
MCO - Moody's Corp. Reduce 11.11% 128,512 1.90
SPGI - S&P Global Inc. Reduce 12.82% 163,631 2.92
Q2  2021
AZPN - Aspen Technology Inc. Sell 100.00% 387,202 2.64