Iams Wealth Management’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 | $1.44M | Sell |
6,065
-316
| -5% | -$75.2K | 0.66% | 52 |
|
|
2025
Q1 | $1.29M | Buy |
6,381
+683
| +12% | +$138K | 0.59% | 62 |
|
|
2024
Q4 | $1.21M | Buy |
5,698
+125
| +2% | +$26.6K | 0.55% | 55 |
|
|
2024
Q3 | $1.28M | Sell |
5,573
-167
| -3% | -$38.4K | 0.63% | 52 |
|
|
2024
Q2 | $1.31M | Buy |
5,740
+153
| +3% | +$34.9K | 0.72% | 46 |
|
|
2024
Q1 | $1.05M | Buy |
5,587
+294
| +6% | +$55.2K | 0.64% | 54 |
|
|
2023
Q4 | $1.05M | Sell |
5,293
-386
| -7% | -$76.6K | 0.68% | 48 |
|
|
2023
Q3 | $994K | Buy |
+5,679
| New | +$994K | 0.69% | 50 |
|
|
2023
Q2 | – | Sell |
-4,697
| Closed | -$912K | – | 5 |
|
|
2023
Q1 | $912K | Buy |
4,697
+1,000
| +27% | +$194K | 0.76% | 45 |
|
|
2022
Q4 | $607K | Buy |
+3,697
| New | +$607K | 0.62% | 54 |
|