Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$308K Buy
46,844
+35,144
+300% +$264K 0.02% 700
2025
Q4
$94.4K Sell
11,700
-13,341
-53% -$111K 0.01% 1196
2025
Q3
$218K Sell
25,041
-6,323
-20% -$54.2K 0.02% 897
2025
Q2
$266K Buy
31,364
+14,764
+89% +$121K 0.03% 666
2025
Q1
$135K Buy
16,600
+4,800
+41% +$36.2K 0.01% 1007
2024
Q4
$81.5K Buy
+11,800
New +$85.9K 0.01% 1114
2024
Q3
Sell
-196,020
Closed -$1.49M 1249
2024
Q2
$1.49M Sell
196,020
-203,130
-51% -$1.41M 0.1% 241
2024
Q1
$2.68M Buy
399,150
+217,529
+120% +$1.44M 0.14% 163
2023
Q4
$1.24M Buy
181,621
+64,118
+55% +$400K 0.08% 256
2023
Q3
$705K Buy
+117,503
New +$732K 0.05% 381
2023
Q2
Sell
-13,600
Closed -$98.3K 1096
2023
Q1
$98.3K Buy
+13,600
New +$111K 0.01% 952
2022
Q3
Sell
-11,161
Closed -$69K 1547
2022
Q2
$69K Sell
11,161
-19,713
-64% -$137K ﹤0.01% 1460
2022
Q1
$234K Sell
30,874
-59,458
-66% -$452K 0.01% 1187
2021
Q4
$760K Sell
90,332
-1,638
-2% -$14K 0.02% 761
2021
Q3
$744K Buy
91,970
+7,934
+9% +$73.1K 0.02% 697
2021
Q2
$907K Sell
84,036
-255,224
-75% -$2.56M 0.03% 664
2021
Q1
$2.87M Buy
339,260
+121,566
+56% +$1.05M 0.07% 218
2020
Q4
$1.71M Buy
217,694
+179,611
+472% +$1.41M 0.04% 343
2020
Q3
$311K Buy
38,083
+23,065
+154% +$225K 0.02% 545
2020
Q2
$120K Sell
15,018
-6,477
-30% -$41.9K 0.01% 891
2020
Q1
$93K Buy
21,495
+16,803
+358% +$102K 0.01% 609
2019
Q4
$37K Buy
+4,692
New +$37.1K ﹤0.01% 1442
2018
Q4
Sell
-28,500
Closed -$268K 1741
2018
Q3
$268K Buy
+28,500
New +$254K 0.02% 704

Other funds holding ADT