Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$282K Sell
42,900
-133,900
-76% -$1.01M ﹤0.01% 3858
2025
Q4
$1.43M Buy
176,800
+167,300
+1,761% +$1.39M ﹤0.01% 2574
2025
Q3
$82.7K Sell
9,500
-3,600
-27% -$30.9K ﹤0.01% 5517
2025
Q2
$111K Buy
13,100
+4,700
+56% +$38.5K ﹤0.01% 4882
2025
Q1
$68.4K Sell
8,400
-27,800
-77% -$210K ﹤0.01% 4913
2024
Q4
$250K Buy
36,200
+18,000
+99% +$131K ﹤0.01% 3762
2024
Q3
$132K Sell
18,200
-44,400
-71% -$326K ﹤0.01% 3961
2024
Q2
$476K Buy
62,600
+45,200
+260% +$313K ﹤0.01% 2607
2024
Q1
$117K Buy
17,400
+16,600
+2,075% +$110K ﹤0.01% 4024
2023
Q4
$5.46K Sell
800
-18,200
-96% -$113K ﹤0.01% 6466
2023
Q3
$114K Sell
19,000
-185,600
-91% -$1.16M ﹤0.01% 4336
2023
Q2
$1.23M Buy
204,600
+199,600
+3,992% +$1.25M ﹤0.01% 2161
2023
Q1
$36.1K Sell
5,000
-20,400
-80% -$166K ﹤0.01% 5096
2022
Q4
$230K Sell
25,400
-564,300
-96% -$5.02M ﹤0.01% 3740
2022
Q3
$4.42M Buy
589,700
+570,200
+2,924% +$4.3M 0.01% 1257
2022
Q2
$120K Sell
19,500
-5,700
-23% -$39.7K ﹤0.01% 4804
2022
Q1
$191K Sell
25,200
-156,800
-86% -$1.19M ﹤0.01% 4846
2021
Q4
$1.53M Buy
182,000
+2,400
+1% +$20.5K ﹤0.01% 2892
2021
Q3
$1.45M Buy
179,600
+28,700
+19% +$264K ﹤0.01% 2997
2021
Q2
$1.63M Sell
150,900
-28,500
-16% -$286K ﹤0.01% 2863
2021
Q1
$1.51M Sell
179,400
-1,500
-0.8% -$13K ﹤0.01% 2763
2020
Q4
$1.42M Sell
180,900
-45,300
-20% -$356K ﹤0.01% 2327
2020
Q3
$1.85M Buy
226,200
+144,900
+178% +$1.41M 0.01% 1671
2020
Q2
$649K Buy
81,300
+28,000
+53% +$181K ﹤0.01% 2415
2020
Q1
$230K Buy
53,300
+46,400
+672% +$281K ﹤0.01% 2640
2019
Q4
$55K Sell
6,900
-66,900
-91% -$528K ﹤0.01% 3962
2019
Q3
$463K Buy
73,800
+1,200
+2% +$6.8K ﹤0.01% 2398
2019
Q2
$444K Buy
72,600
+4,400
+6% +$28K ﹤0.01% 2227
2019
Q1
$436K Buy
68,200
+65,900
+2,865% +$476K ﹤0.01% 2054
2018
Q4
$14K Sell
2,300
-5,300
-70% -$39.9K ﹤0.01% 4147
2018
Q3
$5K Sell
7,600
-22,500
-75% -$201K ﹤0.01% 4817
2018
Q2
$260K Buy
30,100
+28,500
+1,781% +$237K ﹤0.01% 2842
2018
Q1
$13K Buy
+1,600
New +$17.5K ﹤0.01% 4224

Other funds holding ADT