Everhart Financial Group’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 | $751K | Sell |
3,156
-960
| -23% | -$228K | 0.09% | 165 |
|
|
2025
Q1 | $830K | Buy |
4,116
+933
| +29% | +$188K | 0.11% | 129 |
|
|
2024
Q4 | $676K | Sell |
3,183
-580
| -15% | -$123K | 0.14% | 149 |
|
|
2024
Q3 | $866K | Buy |
3,763
+1,577
| +72% | +$363K | 0.19% | 114 |
|
|
2024
Q2 | $499K | Buy |
2,186
+377
| +21% | +$86.1K | 0.13% | 160 |
|
|
2024
Q1 | $358K | Buy |
1,809
+329
| +22% | +$65.1K | 0.1% | 195 |
|
|
2023
Q4 | $294K | Sell |
1,480
-85
| -5% | -$16.9K | 0.1% | 183 |
|
|
2023
Q3 | $274K | Buy |
1,565
+38
| +2% | +$6.65K | 0.12% | 163 |
|
|
2023
Q2 | $297K | Buy |
1,527
+192
| +14% | +$37.4K | 0.12% | 157 |
|
|
2023
Q1 | $263K | Buy |
+1,335
| New | +$263K | 0.12% | 157 |
|
|
2022
Q4 | – | Sell |
-1,947
| Closed | -$271K | – | 181 |
|
|
2022
Q3 | $271K | Sell |
1,947
-223
| -10% | -$31K | 0.15% | 140 |
|
|
2022
Q2 | $317K | Buy |
+2,170
| New | +$317K | 0.19% | 115 |
|