Elevation Wealth Partners’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 | $95.2K | Hold |
400
| – | – | 0.04% | 180 |
|
2025
Q1 | $80.7K | Hold |
400
| – | – | 0.03% | 188 |
|
2024
Q4 | $85K | Hold |
400
| – | – | 0.04% | 182 |
|
2024
Q3 | $92.1K | Sell |
400
-21
| -5% | -$4.83K | 0.04% | 172 |
|
2024
Q2 | $96.1K | Buy |
421
+21
| +5% | +$4.79K | 0.05% | 163 |
|
2024
Q1 | $79.1K | Hold |
400
| – | – | 0.04% | 183 |
|
2023
Q4 | $70K | Hold |
400
| – | – | 0.04% | 180 |
|
2023
Q3 | $70K | Hold |
400
| – | – | 0.06% | 124 |
|
2023
Q2 | $77.9K | Hold |
400
| – | – | 0.07% | 119 |
|
2023
Q1 | $78.9K | Buy |
+400
| New | +$78.9K | 0.07% | 122 |
|