EWM
Empirical Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
66,520
-3,717
| -5% | -$885K | 0.36% | 56 |
|
|
2025
Q1 | $14.2M | Buy |
70,237
+61,253
| +682% | +$12.4M | 0.36% | 54 |
|
|
2024
Q4 | $1.91M | Buy |
8,984
+2,071
| +30% | +$440K | 0.05% | 201 |
|
|
2024
Q3 | $1.59M | Buy |
6,913
+9
| +0.1% | +$2.07K | 0.04% | 212 |
|
|
2024
Q2 | $1.58M | Hold |
6,904
| – | – | 0.05% | 205 |
|
|
2024
Q1 | $1.37M | Buy |
+6,904
| New | +$1.37M | 0.04% | 222 |
|
|
2023
Q4 | – | Sell |
-1,152
| Closed | -$202K | – | 495 |
|
|
2023
Q3 | $202K | Sell |
1,152
-38
| -3% | -$6.65K | 0.01% | 445 |
|
|
2023
Q2 | $232K | Buy |
+1,190
| New | +$232K | 0.01% | 417 |
|
|
2022
Q1 | – | Sell |
-1,337
| Closed | -$235K | – | 494 |
|
|
2021
Q4 | $235K | Buy |
+1,337
| New | +$235K | 0.01% | 460 |
|