Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$269K Sell
40,965
-204
-0.5% -$1.53K ﹤0.01% 1445
2025
Q4
$332K Buy
41,169
+578
+1% +$4.8K ﹤0.01% 1407
2025
Q3
$354K Sell
40,591
-716
-2% -$6.14K ﹤0.01% 1412
2025
Q2
$350K Buy
41,307
+12,329
+43% +$101K ﹤0.01% 1412
2025
Q1
$236K Buy
28,978
+18,378
+173% +$139K ﹤0.01% 1466
2024
Q4
$73.2K Buy
10,600
+1,449
+16% +$10.6K ﹤0.01% 1603
2024
Q3
$66.2K Buy
+9,151
New +$67.1K ﹤0.01% 1611
2023
Q3
Sell
-30
Closed -$181 2086
2023
Q2
$181 Hold
30
﹤0.01% 2077
2023
Q1
$217 Hold
30
﹤0.01% 2098
2022
Q4
$272 Sell
30
-2
-6% -$18 ﹤0.01% 2113
2022
Q3
$1K Buy
+32
New +$241 ﹤0.01% 2000
2022
Q2
Sell
-15,128
Closed -$115K 2131
2022
Q1
$115K Buy
15,128
+6,477
+75% +$49.3K ﹤0.01% 1643
2021
Q4
$73K Buy
+8,651
New +$73.7K ﹤0.01% 1749
2021
Q1
Sell
-29,116
Closed -$229K 2209
2020
Q4
$229K Sell
29,116
-63,173
-68% -$496K ﹤0.01% 1669
2020
Q3
$754K Sell
92,289
-21,100
-19% -$205K ﹤0.01% 1354
2020
Q2
$905K Buy
113,389
+12,767
+13% +$82.6K ﹤0.01% 1280
2020
Q1
$435K Buy
100,622
+4,813
+5% +$29.1K ﹤0.01% 1419
2019
Q4
$760K Sell
95,809
-14,223
-13% -$112K ﹤0.01% 1342
2019
Q3
$690K Sell
110,032
-1,436,738
-93% -$8.15M ﹤0.01% 1383
2019
Q2
$9.47M Sell
1,546,770
-24,419
-2% -$155K 0.02% 601
2019
Q1
$10M Buy
1,571,189
+9,636
+0.6% +$69.6K 0.02% 564
2018
Q4
$9.38M Buy
1,561,553
+4,286
+0.3% +$32.3K 0.03% 515
2018
Q3
$14.6M Sell
1,557,267
-8,512
-0.5% -$75.9K 0.03% 440
2018
Q2
$13.5M Buy
1,565,779
+1,535,327
+5,042% +$12.7M 0.04% 353
2018
Q1
$241K Buy
+30,452
New +$333K ﹤0.01% 1490

Other funds holding ADT