JFS Wealth Advisors’s ADT ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72K | Buy |
675
+123
| +22% | +$1.04K | ﹤0.01% | 1037 |
|
|
2025
Q1 | $4.49K | Buy |
552
+131
| +31% | +$1.07K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $2.91K | Buy |
421
+17
| +4% | +$118 | ﹤0.01% | 1332 |
|
|
2024
Q3 | $2.92K | Buy |
404
+135
| +50% | +$976 | ﹤0.01% | 1331 |
|
|
2024
Q2 | $2.05K | Buy |
269
+58
| +27% | +$441 | ﹤0.01% | 1421 |
|
|
2024
Q1 | $1.42K | Sell |
211
-3
| -1% | -$20 | ﹤0.01% | 1561 |
|
|
2023
Q4 | $1.46K | Hold |
214
| – | – | ﹤0.01% | 1544 |
|
|
2023
Q3 | $1.28K | Sell |
214
-151
| -41% | -$906 | ﹤0.01% | 1520 |
|
|
2023
Q2 | $2.2K | Buy |
365
+161
| +79% | +$971 | ﹤0.01% | 1350 |
|
|
2023
Q1 | $1.48K | Sell |
204
-328
| -62% | -$2.37K | ﹤0.01% | 1468 |
|
|
2022
Q4 | $4.83K | Buy |
532
+30
| +6% | +$272 | ﹤0.01% | 1004 |
|
|
2022
Q3 | $4K | Buy |
502
+296
| +144% | +$2.36K | ﹤0.01% | 1030 |
|
|
2022
Q2 | $1K | Sell |
206
-167
| -45% | -$811 | ﹤0.01% | 1446 |
|
|
2022
Q1 | $3K | Buy |
373
+232
| +165% | +$1.87K | ﹤0.01% | 1197 |
|
|
2021
Q4 | $1K | Buy |
+141
| New | +$1K | ﹤0.01% | 1229 |
|