SMA
Sage Mountain Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
2,252
+32
| +1% | +$7.62K | 0.03% | 229 |
|
|
2025
Q1 | $448K | Sell |
2,220
-394
| -15% | -$79.5K | 0.03% | 240 |
|
|
2024
Q4 | $555K | Buy |
2,614
+156
| +6% | +$33.1K | 0.04% | 191 |
|
|
2024
Q3 | $566K | Buy |
2,458
+474
| +24% | +$109K | 0.05% | 182 |
|
|
2024
Q2 | $453K | Buy |
1,984
+916
| +86% | +$209K | 0.04% | 187 |
|
|
2024
Q1 | $211K | Sell |
1,068
-57
| -5% | -$11.3K | 0.02% | 309 |
|
|
2023
Q4 | $223K | Sell |
1,125
-102
| -8% | -$20.3K | 0.03% | 246 |
|
|
2023
Q3 | $215K | Buy |
1,227
+63
| +5% | +$11K | 0.03% | 236 |
|
|
2023
Q2 | $227K | Buy |
1,164
+34
| +3% | +$6.62K | 0.03% | 225 |
|
|
2023
Q1 | $223K | Buy |
+1,130
| New | +$223K | 0.04% | 212 |
|