Creative Planning’s ADT ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
40,297
+16,776
| +71% | +$142K | ﹤0.01% | 2772 |
|
|
2025
Q1 | $191K | Buy |
23,521
+3,936
| +20% | +$32K | ﹤0.01% | 3079 |
|
|
2024
Q4 | $135K | Buy |
19,585
+8,769
| +81% | +$60.6K | ﹤0.01% | 3076 |
|
|
2024
Q3 | $78.2K | Buy |
+10,816
| New | +$78.2K | ﹤0.01% | 3048 |
|
|
2024
Q2 | – | Sell |
-11,140
| Closed | -$74.9K | – | 2999 |
|
|
2024
Q1 | $74.9K | Buy |
+11,140
| New | +$74.9K | ﹤0.01% | 2732 |
|
|
2023
Q4 | – | Sell |
-10,603
| Closed | -$63.6K | – | 2722 |
|
|
2023
Q3 | $63.6K | Sell |
10,603
-5,514
| -34% | -$33.1K | ﹤0.01% | 2442 |
|
|
2023
Q2 | $97.2K | Buy |
+16,117
| New | +$97.2K | ﹤0.01% | 2334 |
|