EFS
Essex Financial Services’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
1,516
-195
| -11% | -$46.4K | 0.02% | 491 |
|
|
2025
Q1 | $345K | Buy |
1,711
+22
| +1% | +$4.44K | 0.02% | 467 |
|
|
2024
Q4 | $359K | Buy |
1,689
+32
| +2% | +$6.8K | 0.03% | 446 |
|
|
2024
Q3 | $372K | Sell |
1,657
-166
| -9% | -$37.3K | 0.03% | 439 |
|
|
2024
Q2 | $389K | Buy |
1,823
+437
| +32% | +$93.3K | 0.03% | 426 |
|
|
2024
Q1 | $274K | Buy |
1,386
+142
| +11% | +$28.1K | 0.03% | 440 |
|
|
2023
Q4 | $247K | Buy |
1,244
+29
| +2% | +$5.76K | 0.03% | 439 |
|
|
2023
Q3 | $213K | Hold |
1,215
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $237K | Sell |
1,215
-212
| -15% | -$41.3K | 0.03% | 411 |
|
|
2023
Q1 | $281K | Sell |
1,427
-17
| -1% | -$3.35K | 0.03% | 387 |
|
|
2022
Q4 | $236K | Sell |
1,444
-7
| -0.5% | -$1.14K | 0.03% | 427 |
|
|
2022
Q3 | $202K | Buy |
1,451
+5
| +0.3% | +$696 | 0.02% | 434 |
|
|
2022
Q2 | $211K | Buy |
1,446
+170
| +13% | +$24.8K | 0.02% | 448 |
|
|
2022
Q1 | $211K | Hold |
1,276
| – | – | 0.02% | 467 |
|
|
2021
Q4 | $224K | Sell |
1,276
-29
| -2% | -$5.09K | 0.02% | 448 |
|
|
2021
Q3 | $219K | Buy |
+1,305
| New | +$219K | 0.03% | 422 |
|