GWM
GoalFusion Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+1,000
| New | +$238K | 0.12% | 26 |
|
|
2025
Q1 | – | Sell |
-1,302
| Closed | -$277K | – | 26 |
|
|
2024
Q4 | $277K | Buy |
1,302
+22
| +2% | +$4.67K | 0.15% | 25 |
|
|
2024
Q3 | $295K | Hold |
1,280
| – | – | 0.16% | 25 |
|
|
2024
Q2 | $292K | Sell |
1,280
-1,070
| -46% | -$244K | 0.18% | 23 |
|
|
2024
Q1 | $465K | Hold |
2,350
| – | – | 0.3% | 19 |
|
|
2023
Q4 | $467K | Sell |
2,350
-270
| -10% | -$53.6K | 0.32% | 17 |
|
|
2023
Q3 | $459K | Hold |
2,620
| – | – | 0.34% | 17 |
|
|
2023
Q2 | $510K | Sell |
2,620
-240
| -8% | -$46.8K | 0.38% | 16 |
|
|
2023
Q1 | $564K | Buy |
+2,860
| New | +$564K | 0.44% | 15 |
|