BKM Wealth Management’s Analog Devices ADI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
12,014
+176
| +1% | +$41.9K | 1.12% | 22 |
|
|
2025
Q1 | $2.39M | Sell |
11,838
-110
| -0.9% | -$22.2K | 0.98% | 30 |
|
|
2024
Q4 | $2.54M | Buy |
11,948
+1,088
| +10% | +$231K | 1.04% | 23 |
|
|
2024
Q3 | $2.5M | Buy |
10,860
+1,713
| +19% | +$394K | 1.02% | 24 |
|
|
2024
Q2 | $2.09M | Sell |
9,147
-976
| -10% | -$223K | 1% | 25 |
|
|
2024
Q1 | $2M | Buy |
10,123
+358
| +4% | +$70.8K | 0.86% | 29 |
|
|
2023
Q4 | $1.94M | Buy |
+9,765
| New | +$1.94M | 0.83% | 28 |
|