Moneta Group Investment 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 | $465K | Hold |
54,900
| – | – | 0.01% | 451 |
|
|
2025
Q1 | $447K | Buy |
54,900
+1,328
| +2% | +$10.8K | 0.01% | 444 |
|
|
2024
Q4 | $370K | Hold |
53,572
| – | – | 0.01% | 486 |
|
|
2024
Q3 | $387K | Hold |
53,572
| – | – | 0.01% | 466 |
|
|
2024
Q2 | $407K | Hold |
53,572
| – | – | 0.01% | 425 |
|
|
2024
Q1 | $360K | Buy |
53,572
+25,618
| +92% | +$172K | 0.01% | 436 |
|
|
2023
Q4 | $191K | Sell |
27,954
-94,625
| -77% | -$645K | ﹤0.01% | 534 |
|
|
2023
Q3 | $735K | Buy |
122,579
+94,625
| +339% | +$568K | 0.02% | 257 |
|
|
2023
Q2 | $169K | Buy |
+27,954
| New | +$169K | ﹤0.01% | 521 |
|