Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$597K Sell
90,900
-3,700
-4% -$27.8K ﹤0.01% 3069
2025
Q4
$763K Buy
94,600
+49,800
+111% +$414K ﹤0.01% 2890
2025
Q3
$390K Buy
44,800
+20,900
+87% +$179K ﹤0.01% 4142
2025
Q2
$202K Sell
23,900
-79,200
-77% -$648K ﹤0.01% 4491
2025
Q1
$839K Buy
103,100
+98,700
+2,243% +$745K ﹤0.01% 2880
2024
Q4
$30K Sell
4,400
-59,000
-93% -$430K ﹤0.01% 6339
2024
Q3
$458K Sell
63,400
-11,400
-15% -$83.6K ﹤0.01% 3679
2024
Q2
$568K Buy
74,800
+22,700
+44% +$157K ﹤0.01% 3528
2024
Q1
$350K Buy
52,100
+42,100
+421% +$280K ﹤0.01% 4220
2023
Q4
$68K Buy
10,000
+7,500
+300% +$46.8K ﹤0.01% 5771
2023
Q3
$15K Buy
2,500
+300
+14% +$1.87K ﹤0.01% 6853
2023
Q2
$13K Buy
2,200
+700
+47% +$4.38K ﹤0.01% 7133
2023
Q1
$10K Sell
1,500
-117,200
-99% -$956K ﹤0.01% 7514
2022
Q4
$1.08M Sell
118,700
-47,300
-28% -$421K ﹤0.01% 2391
2022
Q3
$1.24M Buy
166,000
+44,800
+37% +$338K ﹤0.01% 2403
2022
Q2
$745K Sell
121,200
-13,900
-10% -$96.9K ﹤0.01% 2960
2022
Q1
$1.02M Buy
135,100
+53,800
+66% +$409K ﹤0.01% 2888
2021
Q4
$683K Buy
81,300
+57,500
+242% +$490K ﹤0.01% 3397
2021
Q3
$259K Buy
23,800
+11,200
+89% +$103K ﹤0.01% 5154
2021
Q2
$135K Buy
12,600
+12,057
+2,220% +$121K ﹤0.01% 6292
2021
Q1
$458K Sell
543
-22
-4% -$191 ﹤0.01% 3505
2020
Q4
$443K Sell
565
-434
-43% -$3.41K ﹤0.01% 3585
2020
Q3
$816K Buy
999
+712
+248% +$6.93K ﹤0.01% 2467
2020
Q2
$229K Buy
287
+68
+31% +$440 ﹤0.01% 3841
2020
Q1
$94K Buy
219
+155
+242% +$938 ﹤0.01% 4436
2019
Q4
$50K Buy
64
+8
+14% +$63 ﹤0.01% 5174
2019
Q3
$35K Sell
56
-27
-33% -$153 ﹤0.01% 5338
2019
Q2
$50K Sell
83
-12
-13% -$76 ﹤0.01% 4856
2019
Q1
$60K Sell
95
-138
-59% -$996 ﹤0.01% 4853
2018
Q4
$140K Sell
233
-309
-57% -$2.33K ﹤0.01% 3508
2018
Q3
$508K Buy
542
+215
+66% +$1.92K ﹤0.01% 2615
2018
Q2
$282K Buy
327
+37
+13% +$307 ﹤0.01% 3076
2018
Q1
$65K Buy
+290
New +$3.17K ﹤0.01% 2160

Other funds holding ADT