Corient Private Wealth’s ADT ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+26,412
| New | +$224K | ﹤0.01% | 2256 |
|
|
2025
Q1 | – | Sell |
-40,064
| Closed | -$2.59K | – | 2273 |
|
|
2024
Q4 | $2.59K | Buy |
40,064
+63
| +0.2% | +$4 | ﹤0.01% | 2330 |
|
|
2024
Q3 | $289K | Buy |
40,001
+204
| +0.5% | +$1.48K | ﹤0.01% | 2007 |
|
|
2024
Q2 | $302K | Sell |
39,797
-20,509
| -34% | -$156K | ﹤0.01% | 1899 |
|
|
2024
Q1 | $405K | Sell |
60,306
-27,067
| -31% | -$182K | ﹤0.01% | 1730 |
|
|
2023
Q4 | $596K | Sell |
87,373
-30,041
| -26% | -$205K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $704K | Buy |
+117,414
| New | +$704K | ﹤0.01% | 1312 |
|