OWA
ORBA Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,638
| Closed | -$330K | – | 74 |
|
|
2025
Q1 | $330K | Hold |
1,638
| – | – | 0.17% | 82 |
|
|
2024
Q4 | $348K | Hold |
1,638
| – | – | 0.18% | 76 |
|
|
2024
Q3 | $377K | Hold |
1,638
| – | – | 0.19% | 77 |
|
|
2024
Q2 | $374K | Buy |
1,638
+64
| +4% | +$14.6K | 0.19% | 75 |
|
|
2024
Q1 | $311K | Hold |
1,574
| – | – | 0.17% | 77 |
|
|
2023
Q4 | $313K | Buy |
+1,574
| New | +$313K | 0.19% | 75 |
|