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EP Wealth Advisors’s ADT ADT Stock Holding History

EP Wealth Advisors’s Portfolio ADT Stock Details ADT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$353K Sell
41,632
-1,146
-3% -$9.71K ﹤0.01% 929
2025
Q1 		$348K Buy
42,778
+11,213
+36% +$91.3K ﹤0.01% 844
2024
Q4 		$218K Buy
31,565
+3,852
+14% +$26.6K ﹤0.01% 1029
2024
Q3 		$200K Buy
+27,713
New +$200K ﹤0.01% 1049