SWA
Strata Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
10,481
-3,025
| -22% | -$720K | 0.69% | 23 |
|
|
2025
Q1 | $2.72M | Sell |
13,506
-907
| -6% | -$183K | 0.85% | 19 |
|
|
2024
Q4 | $3.06M | Buy |
14,413
+29
| +0.2% | +$6.16K | 0.96% | 17 |
|
|
2024
Q3 | $3.31M | Sell |
14,384
-95
| -0.7% | -$21.9K | 1.06% | 17 |
|
|
2024
Q2 | $3.3M | Sell |
14,479
-149
| -1% | -$34K | 1.14% | 16 |
|
|
2024
Q1 | $2.89M | Sell |
14,628
-864
| -6% | -$171K | 1.02% | 14 |
|
|
2023
Q4 | $3.08M | Buy |
+15,492
| New | +$3.08M | 1.21% | 13 |
|