Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$180K Buy
27,364
+5,109
+23% +$38.4K ﹤0.01% 4201
2025
Q4
$180K Sell
22,255
-6,848
-24% -$56.9K ﹤0.01% 4477
2025
Q3
$253K Sell
29,103
-2,110
-7% -$18.1K ﹤0.01% 4414
2025
Q2
$264K Buy
31,213
+30,773
+6,994% +$252K ﹤0.01% 4060
2025
Q1
$3.58K Buy
+440
New +$3.32K ﹤0.01% 6784
2024
Q4
Sell
-64,113
Closed -$467K 7187
2024
Q3
$464K Buy
64,113
+47,403
+284% +$348K ﹤0.01% 2909
2024
Q2
$127K Sell
16,710
-71,167
-81% -$493K ﹤0.01% 3767
2024
Q1
$591K Sell
87,877
-161,184
-65% -$1.07M ﹤0.01% 2568
2023
Q4
$1.7M Buy
249,061
+17,803
+8% +$111K ﹤0.01% 2011
2023
Q3
$1.39M Buy
+231,258
New +$1.44M ﹤0.01% 1959
2023
Q2
Sell
-58,902
Closed -$369K 7587
2023
Q1
$426K Sell
58,902
-182,262
-76% -$1.49M ﹤0.01% 2927
2022
Q4
$2.19M Buy
+241,164
New +$2.14M 0.01% 1751
2022
Q3
Sell
-222,720
Closed -$1.68M 7465
2022
Q2
$1.37M Sell
222,720
-34,799
-14% -$243K ﹤0.01% 2424
2022
Q1
$1.96M Sell
257,519
-41,624
-14% -$317K ﹤0.01% 2410
2021
Q4
$2.52M Sell
299,143
-64,829
-18% -$553K ﹤0.01% 2342
2021
Q3
$2.94M Buy
363,972
+88,407
+32% +$815K ﹤0.01% 2261
2021
Q2
$2.97M Sell
275,565
-23,692
-8% -$238K ﹤0.01% 2223
2021
Q1
$2.53M Buy
299,257
+233,050
+352% +$2.02M ﹤0.01% 2208
2020
Q4
$520K Buy
+66,207
New +$520K ﹤0.01% 3227
2020
Q1
Sell
-11,875
Closed -$71.8K 5177
2019
Q4
$94K Buy
+11,875
New +$93.8K ﹤0.01% 3672
2019
Q3
Sell
-3,901
Closed -$22.1K 5079
2019
Q2
$24K Buy
3,901
+1,171
+43% +$7.46K ﹤0.01% 4091
2019
Q1
$17K Sell
2,730
-49,639
-95% -$358K ﹤0.01% 4076
2018
Q4
$315K Sell
52,369
-2,187
-4% -$16.5K ﹤0.01% 2331
2018
Q3
$5K Buy
54,556
+13,153
+32% +$117K ﹤0.01% 4818
2018
Q2
$358K Buy
41,403
+34,004
+460% +$282K ﹤0.01% 2583
2018
Q1
$59K Buy
+7,399
New +$81K ﹤0.01% 3569

Other funds holding ADT