GWM
Guardian Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-773
| Closed | -$156K | – | 64 |
|
|
2025
Q1 | $156K | Sell |
773
-421
| -35% | -$85K | 0.1% | 66 |
|
|
2024
Q4 | $254K | Sell |
1,194
-55
| -4% | -$11.7K | 0.17% | 65 |
|
|
2024
Q3 | $287K | Sell |
1,249
-36
| -3% | -$8.29K | 0.2% | 59 |
|
|
2024
Q2 | $293K | Sell |
1,285
-145
| -10% | -$33.1K | 0.22% | 58 |
|
|
2024
Q1 | $283K | Sell |
1,430
-304
| -18% | -$60.1K | 0.22% | 58 |
|
|
2023
Q4 | $344K | Sell |
1,734
-43
| -2% | -$8.54K | 0.29% | 54 |
|
|
2023
Q3 | $311K | Buy |
1,777
+6
| +0.3% | +$1.05K | 0.29% | 59 |
|
|
2023
Q2 | $345K | Buy |
1,771
+6
| +0.3% | +$1.17K | 0.32% | 60 |
|
|
2023
Q1 | $348K | Sell |
1,765
-22
| -1% | -$4.34K | 0.34% | 61 |
|
|
2022
Q4 | $293K | Sell |
1,787
-17
| -0.9% | -$2.79K | 0.29% | 66 |
|
|
2022
Q3 | $251K | Buy |
1,804
+20
| +1% | +$2.78K | 0.28% | 64 |
|
|
2022
Q2 | $261K | Sell |
1,784
-436
| -20% | -$63.8K | 0.28% | 65 |
|
|
2022
Q1 | $367K | Buy |
2,220
+34
| +2% | +$5.62K | 0.36% | 61 |
|
|
2021
Q4 | $384K | Buy |
+2,186
| New | +$384K | 0.37% | 60 |
|