JWM
Janiczek Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $241K | Sell |
1,055
-142
| -12% | -$32.4K | 0.05% | 163 |
|
|
2024
Q1 | $237K | Buy |
1,197
+27
| +2% | +$5.34K | 0.05% | 165 |
|
|
2023
Q4 | $232K | Sell |
1,170
-139
| -11% | -$27.6K | 0.06% | 145 |
|
|
2023
Q3 | $229K | Buy |
1,309
+139
| +12% | +$24.3K | 0.06% | 130 |
|
|
2023
Q2 | $228K | Buy |
1,170
+27
| +2% | +$5.26K | 0.06% | 117 |
|
|
2023
Q1 | $215K | Buy |
1,143
+17
| +2% | +$3.21K | 0.06% | 116 |
|
|
2022
Q4 | $190K | Sell |
1,126
-36
| -3% | -$6.07K | 0.05% | 123 |
|
|
2022
Q3 | $164K | Buy |
1,162
+485
| +72% | +$68.5K | 0.05% | 127 |
|
|
2022
Q2 | $116K | Sell |
677
-259
| -28% | -$44.4K | 0.03% | 183 |
|
|
2022
Q1 | $154K | Buy |
936
+594
| +174% | +$97.7K | 0.04% | 150 |
|
|
2021
Q4 | $60K | Buy |
342
+6
| +2% | +$1.05K | 0.02% | 274 |
|
|
2021
Q3 | $56K | Buy |
336
+140
| +71% | +$23.3K | 0.02% | 264 |
|
|
2021
Q2 | $34K | Buy |
196
+6
| +3% | +$1.04K | 0.01% | 327 |
|
|
2021
Q1 | $29K | Buy |
190
+64
| +51% | +$9.77K | 0.01% | 329 |
|
|
2020
Q4 | $19K | Buy |
126
+80
| +174% | +$12.1K | 0.01% | 358 |
|
|
2020
Q3 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 324 |
|