EWM
Evermay Wealth Management’s Analog Devices ADI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $95K | Hold |
399
| – | – | 0.01% | 274 |
|
2025
Q1 | $80.5K | Hold |
399
| – | – | 0.01% | 283 |
|
2024
Q4 | $84.8K | Hold |
399
| – | – | 0.01% | 268 |
|
2024
Q3 | $91.8K | Hold |
399
| – | – | 0.01% | 275 |
|
2024
Q2 | $91.1K | Buy |
399
+280
| +235% | +$63.9K | 0.01% | 278 |
|
2024
Q1 | $23.5K | Sell |
119
-4
| -3% | -$791 | ﹤0.01% | 410 |
|
2023
Q4 | $24.4K | Buy |
123
+4
| +3% | +$794 | ﹤0.01% | 381 |
|
2023
Q3 | $20.8K | Buy |
119
+50
| +72% | +$8.76K | ﹤0.01% | 375 |
|
2023
Q2 | $13.4K | Hold |
69
| – | – | ﹤0.01% | 399 |
|
2023
Q1 | $13.6K | Hold |
69
| – | – | ﹤0.01% | 387 |
|
2022
Q4 | $11.3K | Hold |
69
| – | – | ﹤0.01% | 406 |
|
2022
Q3 | $10K | Hold |
69
| – | – | ﹤0.01% | 394 |
|
2022
Q2 | $10K | Hold |
69
| – | – | ﹤0.01% | 394 |
|
2022
Q1 | $11K | Hold |
69
| – | – | ﹤0.01% | 408 |
|
2021
Q4 | $12K | Hold |
69
| – | – | ﹤0.01% | 390 |
|
2021
Q3 | $12K | Hold |
69
| – | – | ﹤0.01% | 369 |
|
2021
Q2 | $12K | Buy |
+69
| New | +$12K | ﹤0.01% | 393 |
|