Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.8M Sell
1,640,688
-218,348
-12% -$1.64M ﹤0.01% 2891
2025
Q4
$15M Sell
1,859,036
-57,554
-3% -$478K ﹤0.01% 2531
2025
Q3
$16.7M Buy
1,916,590
+108,348
+6% +$929K ﹤0.01% 2783
2025
Q2
$15.3M Sell
1,808,242
-261,068
-13% -$2.14M ﹤0.01% 2820
2025
Q1
$16.8M Buy
2,069,310
+427,047
+26% +$3.22M ﹤0.01% 2633
2024
Q4
$11.3M Buy
1,642,263
+538,939
+49% +$3.93M ﹤0.01% 2828
2024
Q3
$7.98M Sell
1,103,324
-549,612
-33% -$4.03M ﹤0.01% 3278
2024
Q2
$12.6M Buy
1,652,936
+316,344
+24% +$2.19M ﹤0.01% 2714
2024
Q1
$8.98M Buy
1,336,592
+671,027
+101% +$4.46M ﹤0.01% 3080
2023
Q4
$4.54M Sell
665,565
-57,061
-8% -$356K ﹤0.01% 3629
2023
Q3
$4.34M Sell
722,626
-15,269
-2% -$95.2K ﹤0.01% 3535
2023
Q2
$4.45M Sell
737,895
-192,566
-21% -$1.21M ﹤0.01% 3521
2023
Q1
$6.73M Buy
930,461
+326,822
+54% +$2.66M ﹤0.01% 3230
2022
Q4
$5.48M Sell
603,639
-196,929
-25% -$1.75M ﹤0.01% 3311
2022
Q3
$6M Sell
800,568
-1,048,394
-57% -$7.9M ﹤0.01% 3148
2022
Q2
$11.4M Buy
1,848,962
+1,372,550
+288% +$9.57M ﹤0.01% 2554
2022
Q1
$3.62M Buy
476,412
+63,996
+16% +$487K ﹤0.01% 3973
2021
Q4
$3.47M Sell
412,416
-40,398
-9% -$344K ﹤0.01% 4016
2021
Q3
$3.66M Buy
452,814
+2,089
+0.5% +$19.2K ﹤0.01% 3873
2021
Q2
$4.86M Buy
450,725
+301,321
+202% +$3.03M ﹤0.01% 3532
2021
Q1
$1.26M Sell
149,404
-30,820
-17% -$267K ﹤0.01% 4639
2020
Q4
$1.42M Sell
180,224
-438,583
-71% -$3.44M ﹤0.01% 4228
2020
Q3
$5.06M Buy
618,807
+523,427
+549% +$5.09M ﹤0.01% 2903
2020
Q2
$761K Sell
95,380
-8,742
-8% -$56.5K ﹤0.01% 4318
2020
Q1
$450K Sell
104,122
-737,324
-88% -$4.46M ﹤0.01% 4575
2019
Q4
$6.67M Sell
841,446
-425,152
-34% -$3.36M ﹤0.01% 2961
2019
Q3
$7.94M Sell
1,266,598
-317,003
-20% -$1.8M ﹤0.01% 2758
2019
Q2
$9.69M Buy
1,583,601
+998,857
+171% +$6.36M ﹤0.01% 2590
2019
Q1
$3.74M Buy
584,744
+36,597
+7% +$264K ﹤0.01% 3448
2018
Q4
$3.29M Sell
548,147
-281,176
-34% -$2.12M ﹤0.01% 3411
2018
Q3
$7.79M Buy
829,323
+450,468
+119% +$4.01M ﹤0.01% 2743
2018
Q2
$3.28M Buy
378,855
+276,185
+269% +$2.29M ﹤0.01% 3557
2018
Q1
$814K Buy
+102,670
New +$1.12M ﹤0.01% 4528

Other funds holding ADT