OBWP
O'Brien Wealth Partners’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
2,345
+4
| +0.2% | +$952 | 0.09% | 33 |
|
|
2025
Q1 | $472K | Hold |
2,341
| – | – | 0.09% | 31 |
|
|
2024
Q4 | $497K | Hold |
2,341
| – | – | 0.09% | 31 |
|
|
2024
Q3 | $539K | Sell |
2,341
-9
| -0.4% | -$2.07K | 0.11% | 28 |
|
|
2024
Q2 | $536K | Hold |
2,350
| – | – | 0.12% | 25 |
|
|
2024
Q1 | $465K | Sell |
2,350
-6
| -0.3% | -$1.19K | 0.11% | 28 |
|
|
2023
Q4 | $468K | Hold |
2,356
| – | – | 0.12% | 26 |
|
|
2023
Q3 | $413K | Buy |
2,356
+3
| +0.1% | +$525 | 0.12% | 26 |
|
|
2023
Q2 | $458K | Sell |
2,353
-12
| -0.5% | -$2.34K | 0.13% | 24 |
|
|
2023
Q1 | $466K | Sell |
2,365
-48
| -2% | -$9.47K | 0.15% | 23 |
|
|
2022
Q4 | $396K | Buy |
2,413
+17
| +0.7% | +$2.79K | 0.16% | 24 |
|
|
2022
Q3 | $334K | Buy |
2,396
+12
| +0.5% | +$1.67K | 0.14% | 32 |
|
|
2022
Q2 | $348K | Buy |
+2,384
| New | +$348K | 0.15% | 29 |
|
|
2018
Q2 | – | Sell |
-55
| Closed | -$5K | – | 95 |
|
|
2018
Q1 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 137 |
|