EP Wealth Advisors’s Analog Devices ADI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $895K | Sell |
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|
2023
Q4 | $918K | Buy |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $235K | Buy |
|