Kingswood Wealth Advisors’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 | $507K | Buy |
2,131
+21
| +1% | +$5K | 0.04% | 408 |
|
|
2025
Q1 | $426K | Sell |
2,110
-132
| -6% | -$26.6K | 0.04% | 437 |
|
|
2024
Q4 | $476K | Sell |
2,242
-6,409
| -74% | -$1.36M | 0.04% | 455 |
|
|
2024
Q3 | $1.99M | Buy |
8,651
+906
| +12% | +$209K | 0.14% | 167 |
|
|
2024
Q2 | $1.77M | Buy |
7,745
+298
| +4% | +$68K | 0.16% | 128 |
|
|
2024
Q1 | $1.47M | Buy |
7,447
+130
| +2% | +$25.7K | 0.17% | 145 |
|
|
2023
Q4 | $1.45M | Sell |
7,317
-34
| -0.5% | -$6.75K | 0.16% | 141 |
|
|
2023
Q3 | $1.29M | Buy |
+7,351
| New | +$1.29M | 0.22% | 117 |
|