SWA
SOA Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
935
-61
| -6% | -$14.5K | 0.04% | 188 |
|
|
2025
Q1 | $201K | Buy |
996
+5
| +0.5% | +$1.01K | 0.04% | 187 |
|
|
2024
Q4 | $211K | Buy |
991
+4
| +0.4% | +$850 | 0.04% | 178 |
|
|
2024
Q3 | $227K | Buy |
987
+4
| +0.4% | +$921 | 0.04% | 172 |
|
|
2024
Q2 | $224K | Buy |
983
+3
| +0.3% | +$685 | 0.05% | 167 |
|
|
2024
Q1 | $194K | Buy |
980
+5
| +0.5% | +$989 | 0.04% | 186 |
|
|
2023
Q4 | $194K | Buy |
975
+3
| +0.3% | +$596 | 0.04% | 178 |
|
|
2023
Q3 | $170K | Buy |
972
+5
| +0.5% | +$875 | 0.04% | 181 |
|
|
2023
Q2 | $188K | Buy |
967
+4
| +0.4% | +$779 | 0.04% | 166 |
|
|
2023
Q1 | $190K | Buy |
963
+4
| +0.4% | +$789 | 0.05% | 160 |
|
|
2022
Q4 | $157K | Buy |
959
+4
| +0.4% | +$656 | 0.04% | 172 |
|
|
2022
Q3 | $133K | Buy |
955
+5
| +0.5% | +$696 | 0.04% | 175 |
|
|
2022
Q2 | $138K | Sell |
950
-43
| -4% | -$6.25K | 0.04% | 172 |
|
|
2022
Q1 | $164K | Buy |
993
+4
| +0.4% | +$661 | 0.04% | 183 |
|
|
2021
Q4 | $172K | Sell |
989
-172
| -15% | -$29.9K | 0.04% | 170 |
|
|
2021
Q3 | $194K | Buy |
1,161
+1,158
| +38,600% | +$193K | 0.05% | 158 |
|
|
2021
Q2 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 782 |
|