Phillips Wealth Planners’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 | $409K | Buy |
1,670
+373
| +29% | +$91.4K | 0.37% | 89 |
|
|
2025
Q1 | $232K | Sell |
1,297
-954
| -42% | -$171K | 0.25% | 153 |
|
|
2024
Q4 | $478K | Sell |
2,251
-41
| -2% | -$8.71K | 0.48% | 69 |
|
|
2024
Q3 | $521K | Sell |
2,292
-2
| -0.1% | -$455 | 0.5% | 67 |
|
|
2024
Q2 | $547K | Buy |
2,294
+8
| +0.3% | +$1.91K | 0.58% | 52 |
|
|
2024
Q1 | $437K | Sell |
2,286
-104
| -4% | -$19.9K | 0.5% | 68 |
|
|
2023
Q4 | $454K | Sell |
2,390
-13
| -0.5% | -$2.47K | 0.55% | 60 |
|
|
2023
Q3 | $405K | Buy |
2,403
+6
| +0.3% | +$1.01K | 0.55% | 64 |
|
|
2023
Q2 | $467K | Buy |
2,397
+1,186
| +98% | +$231K | 0.61% | 56 |
|
|
2023
Q1 | $221K | Buy |
+1,211
| New | +$221K | 0.29% | 134 |
|