EverSource Wealth Advisors’s ADT ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
21,483
+16,646
| +344% | +$141K | 0.01% | 895 |
|
|
2025
Q1 | $39.4K | Buy |
4,837
+2,780
| +135% | +$22.6K | ﹤0.01% | 1358 |
|
|
2024
Q4 | $14.2K | Buy |
2,057
+2,003
| +3,709% | +$13.8K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $390 | Hold |
54
| – | – | ﹤0.01% | 2909 |
|
|
2024
Q2 | $420 | Buy |
54
+35
| +184% | +$272 | ﹤0.01% | 2926 |
|
|
2024
Q1 | $124 | Buy |
+19
| New | +$124 | ﹤0.01% | 2818 |
|
|
2023
Q3 | – | Sell |
-113
| Closed | -$681 | – | 2494 |
|
|
2023
Q2 | $681 | Hold |
113
| – | – | ﹤0.01% | 2295 |
|
|
2023
Q1 | $817 | Hold |
113
| – | – | ﹤0.01% | 2153 |
|
|
2022
Q4 | $1.03K | Sell |
113
-25
| -18% | -$227 | ﹤0.01% | 2080 |
|
|
2022
Q3 | $1K | Buy |
+138
| New | +$1K | ﹤0.01% | 1767 |
|