MSWM
Mowery & Schoenfeld Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.3K | Sell |
417
-22
| -5% | -$5.24K | 0.15% | 79 |
|
|
2025
Q1 | $88.5K | Buy |
439
+16
| +4% | +$3.23K | 0.17% | 86 |
|
|
2024
Q4 | $89.9K | Buy |
423
+52
| +14% | +$11K | 0.17% | 78 |
|
|
2024
Q3 | $85.4K | Hold |
371
| – | – | 0.13% | 70 |
|
|
2024
Q2 | $84.7K | Hold |
371
| – | – | 0.12% | 70 |
|
|
2024
Q1 | $73.4K | Buy |
371
+336
| +960% | +$66.5K | 0.14% | 63 |
|
|
2023
Q4 | $6.95K | Buy |
+35
| New | +$6.95K | 0.01% | 121 |
|