Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$283K Sell
43,100
-13,700
-24% -$103K ﹤0.01% 3886
2025
Q4
$458K Sell
56,800
-69,500
-55% -$578K ﹤0.01% 3387
2025
Q3
$1.1M Buy
126,300
+124,900
+8,921% +$1.07M ﹤0.01% 2959
2025
Q2
$11K Sell
1,400
-9,400
-87% -$77K ﹤0.01% 7217
2025
Q1
$87K Sell
10,800
-2,900
-21% -$21.9K ﹤0.01% 5187
2024
Q4
$94K Buy
13,700
+3,300
+32% +$24K ﹤0.01% 5221
2024
Q3
$75K Sell
10,400
-163,000
-94% -$1.2M ﹤0.01% 5499
2024
Q2
$1.32M Buy
173,400
+135,500
+358% +$939K ﹤0.01% 2624
2024
Q1
$254K Buy
37,900
+11,300
+42% +$75K ﹤0.01% 4589
2023
Q4
$181K Buy
26,600
+20,500
+336% +$128K ﹤0.01% 4774
2023
Q3
$36K Sell
6,100
-19,100
-76% -$119K ﹤0.01% 6086
2023
Q2
$151K Buy
25,200
+22,900
+996% +$143K ﹤0.01% 4614
2023
Q1
$16K Sell
2,300
-17,600
-88% -$144K ﹤0.01% 7109
2022
Q4
$180K Sell
19,900
-187,100
-90% -$1.66M ﹤0.01% 4339
2022
Q3
$1.55M Buy
207,000
+155,700
+304% +$1.17M ﹤0.01% 2200
2022
Q2
$315K Buy
51,300
+2,600
+5% +$18.1K ﹤0.01% 4042
2022
Q1
$369K Sell
48,700
-124,100
-72% -$944K ﹤0.01% 4262
2021
Q4
$1.45M Buy
172,800
+60,600
+54% +$517K ﹤0.01% 2396
2021
Q3
$1.22M Sell
112,200
-100
-0.1% -$921 ﹤0.01% 2797
2021
Q2
$1.21M Buy
112,300
+111,784
+21,664% +$1.12M ﹤0.01% 2838
2021
Q1
$435K Sell
516
-568
-52% -$4.92K ﹤0.01% 3568
2020
Q4
$850K Sell
1,084
-594
-35% -$4.67K ﹤0.01% 2765
2020
Q3
$1.37M Buy
1,678
+1,334
+388% +$13K ﹤0.01% 1895
2020
Q2
$274K Buy
344
+233
+210% +$1.51K ﹤0.01% 3630
2020
Q1
$47K Buy
111
+39
+54% +$236 ﹤0.01% 5182
2019
Q4
$57K Buy
72
+17
+31% +$134 ﹤0.01% 5068
2019
Q3
$34K Sell
55
-576
-91% -$3.27K ﹤0.01% 5361
2019
Q2
$386K Sell
631
-9
-1% -$57 ﹤0.01% 2824
2019
Q1
$408K Buy
640
+555
+653% +$4.01K ﹤0.01% 2867
2018
Q4
$51K Sell
85
-53
-38% -$399 ﹤0.01% 4490
2018
Q3
$129K Sell
138
-322
-70% -$2.87K ﹤0.01% 4151
2018
Q2
$397K Buy
+460
New +$3.82K ﹤0.01% 2695

Other funds holding ADT