SWM
Scissortail Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
18,969
+1,290
| +7% | +$307K | 1.08% | 34 |
|
|
2025
Q1 | $3.57M | Buy |
17,679
+7,865
| +80% | +$1.59M | 0.92% | 40 |
|
|
2024
Q4 | $2.08M | Buy |
9,814
+9,433
| +2,476% | +$2M | 0.53% | 48 |
|
|
2024
Q3 | $3.74M | Buy |
+381
| New | +$3.74M | 0.91% | 40 |
|
|
2024
Q1 | – | Sell |
-11,798
| Closed | -$2.33M | – | 114 |
|
|
2023
Q4 | $2.33M | Buy |
+11,798
| New | +$2.33M | 0.74% | 34 |
|