Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$198K Sell
30,113
-25,868
-46% -$194K ﹤0.01% 4311
2025
Q4
$452K Buy
+55,981
New +$465K ﹤0.01% 3401
2025
Q3
Sell
-18,632
Closed -$160K 8938
2025
Q2
$157K Sell
18,632
-20,578
-52% -$168K ﹤0.01% 4763
2025
Q1
$319K Buy
+39,210
New +$296K ﹤0.01% 3873
2024
Q4
Sell
-3,860
Closed -$28.1K 8382
2024
Q3
$27K Buy
+3,860
New +$28.3K ﹤0.01% 6424
2024
Q2
Sell
-64,533
Closed -$447K 8653
2024
Q1
$433K Sell
64,533
-109,465
-63% -$727K ﹤0.01% 3986
2023
Q4
$1.19M Buy
173,998
+45,058
+35% +$281K ﹤0.01% 2845
2023
Q3
$773K Buy
+128,940
New +$804K ﹤0.01% 2938
2023
Q2
Sell
-3,168
Closed -$19.8K 8839
2023
Q1
$22K Sell
3,168
-46,807
-94% -$382K ﹤0.01% 6804
2022
Q4
$453K Sell
49,975
-26,061
-34% -$232K ﹤0.01% 3255
2022
Q3
$569K Sell
76,036
-5,705
-7% -$43K ﹤0.01% 3317
2022
Q2
$502K Buy
81,741
+3,677
+5% +$25.6K ﹤0.01% 3438
2022
Q1
$592K Buy
+78,064
New +$594K ﹤0.01% 3618
2021
Q2
Sell
-62,896
Closed -$632K 9929
2021
Q1
$530K Sell
62,896
-59,034
-48% -$511K ﹤0.01% 3293
2020
Q4
$957K Buy
121,930
+19,374
+19% +$152K ﹤0.01% 2619
2020
Q3
$837K Buy
102,556
+73,191
+249% +$712K ﹤0.01% 2432
2020
Q2
$234K Buy
29,365
+15,147
+107% +$98K ﹤0.01% 3823
2020
Q1
$61K Buy
14,218
+11,029
+346% +$66.7K ﹤0.01% 4916
2019
Q4
$25K Buy
+3,189
New +$25.2K ﹤0.01% 5779
2019
Q3
Sell
-2,898
Closed -$16.4K 7163
2019
Q2
$17K Sell
2,898
-39,881
-93% -$254K ﹤0.01% 5722
2019
Q1
$273K Buy
42,779
+18,307
+75% +$132K ﹤0.01% 3277
2018
Q4
$147K Buy
+24,472
New +$184K ﹤0.01% 3476
2018
Q2
Sell
-29,033
Closed -$241K 7291
2018
Q1
$230K Buy
+29,033
New +$318K 0.01% 1150

Other funds holding ADT