DWM
Destination Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
123,467
+743
| +0.6% | +$177K | 0.86% | 39 |
|
|
2025
Q1 | $24.7M | Buy |
122,724
+1,190
| +1% | +$240K | 0.78% | 48 |
|
|
2024
Q4 | $25.8M | Buy |
121,534
+680
| +0.6% | +$144K | 0.81% | 41 |
|
|
2024
Q3 | $27.8M | Buy |
120,854
+7,872
| +7% | +$1.81M | 0.86% | 38 |
|
|
2024
Q2 | $25.8M | Buy |
+112,982
| New | +$25.8M | 0.85% | 39 |
|
|
2019
Q3 | – | Sell |
-33
| Closed | -$4K | – | 145 |
|
|
2019
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 490 |
|
|
2018
Q2 | – | Sell |
-606
| Closed | -$55K | – | 505 |
|
|
2018
Q1 | $55K | Buy |
+606
| New | +$55K | ﹤0.01% | 239 |
|