Heritage Wealth Management (Ohio)’s Analog Devices ADI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.57M	Sell	10,794 -380	-3%	-$90.4K	0.83%	23
2025 Q1	$2.25M	Sell	11,174 -165	-1%	-$33.3K	0.77%	28
2024 Q4	$2.41M	Sell	11,339 -35	-0.3%	-$7.44K	0.8%	25
2024 Q3	$2.62M	Sell	11,374 -390	-3%	-$89.8K	0.86%	23
2024 Q2	$2.72M	Buy	+11,764	New	+$2.72M	0.91%	22