RPWA
Regent Peak Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $210K | Sell |
1,042
-4
| -0.4% | -$807 | 0.05% | 159 |
|
|
2024
Q4 | $222K | Buy |
1,046
+34
| +3% | +$7.22K | 0.05% | 151 |
|
|
2024
Q3 | $233K | Buy |
1,012
+21
| +2% | +$4.83K | 0.05% | 149 |
|
|
2024
Q2 | $226K | Buy |
+991
| New | +$226K | 0.05% | 146 |
|
|
2021
Q1 | – | Sell |
-613
| Closed | -$91K | – | 162 |
|
|
2020
Q4 | $91K | Buy |
+613
| New | +$91K | 0.03% | 232 |
|