EWA
EverSource Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
3,146
+718
| +30% | +$171K | 0.03% | 346 |
|
|
2025
Q1 | $490K | Sell |
2,428
-295
| -11% | -$59.5K | 0.03% | 388 |
|
|
2024
Q4 | $579K | Buy |
2,723
+1,044
| +62% | +$222K | 0.03% | 343 |
|
|
2024
Q3 | $387K | Buy |
1,679
+7
| +0.4% | +$1.61K | 0.02% | 384 |
|
|
2024
Q2 | $387K | Buy |
1,672
+223
| +15% | +$51.6K | 0.03% | 365 |
|
|
2024
Q1 | $291K | Buy |
1,449
+22
| +2% | +$4.41K | 0.02% | 382 |
|
|
2023
Q4 | $283K | Sell |
1,427
-360
| -20% | -$71.5K | 0.03% | 355 |
|
|
2023
Q3 | $313K | Sell |
1,787
-494
| -22% | -$86.5K | 0.03% | 298 |
|
|
2023
Q2 | $444K | Buy |
2,281
+320
| +16% | +$62.3K | 0.05% | 244 |
|
|
2023
Q1 | $387K | Sell |
1,961
-221
| -10% | -$43.6K | 0.05% | 259 |
|
|
2022
Q4 | $358K | Sell |
2,182
-6,164
| -74% | -$1.01M | 0.05% | 248 |
|
|
2022
Q3 | $1.16M | Buy |
8,346
+5,843
| +233% | +$814K | 0.27% | 71 |
|
|
2022
Q2 | $366K | Buy |
2,503
+121
| +5% | +$17.7K | 0.09% | 190 |
|
|
2022
Q1 | $394K | Buy |
2,382
+294
| +14% | +$48.6K | 0.1% | 178 |
|
|
2021
Q4 | $368K | Buy |
+2,088
| New | +$368K | 0.1% | 153 |
|