SWA
SFMG Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
2,307
+6
| +0.3% | +$1.43K | 0.04% | 144 |
|
|
2025
Q1 | $464K | Buy |
2,301
+60
| +3% | +$12.1K | 0.04% | 156 |
|
|
2024
Q4 | $476K | Sell |
2,241
-11
| -0.5% | -$2.34K | 0.04% | 155 |
|
|
2024
Q3 | $518K | Buy |
2,252
+886
| +65% | +$204K | 0.04% | 139 |
|
|
2024
Q2 | $312K | Buy |
1,366
+7
| +0.5% | +$1.6K | 0.03% | 191 |
|
|
2024
Q1 | $269K | Buy |
1,359
+7
| +0.5% | +$1.38K | 0.02% | 210 |
|
|
2023
Q4 | $268K | Sell |
1,352
-20
| -1% | -$3.97K | 0.02% | 200 |
|
|
2023
Q3 | $240K | Buy |
1,372
+20
| +1% | +$3.5K | 0.02% | 204 |
|
|
2023
Q2 | $263K | Sell |
1,352
-67
| -5% | -$13.1K | 0.03% | 191 |
|
|
2023
Q1 | $280K | Buy |
1,419
+115
| +9% | +$22.7K | 0.03% | 187 |
|
|
2022
Q4 | $214K | Buy |
+1,304
| New | +$214K | 0.02% | 220 |
|
|
2022
Q2 | – | Sell |
-1,261
| Closed | -$208K | – | 275 |
|
|
2022
Q1 | $208K | Buy |
1,261
+100
| +9% | +$16.5K | 0.02% | 269 |
|
|
2021
Q4 | $204K | Buy |
+1,161
| New | +$204K | 0.02% | 264 |
|