SWS
SYSTM Wealth Solutions’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $142K | Sell |
619
-29,360
| -98% | -$6.76M | 4.32% | 7 |
|
|
2024
Q2 | $6.84M | Sell |
29,979
-2,783
| -8% | -$635K | 1.53% | 13 |
|
|
2024
Q1 | $6.48M | Buy |
32,762
+1,729
| +6% | +$342K | 0.82% | 26 |
|
|
2023
Q4 | $6.16M | Buy |
31,033
+2,822
| +10% | +$560K | 0.85% | 19 |
|
|
2023
Q3 | $4.94M | Buy |
28,211
+347
| +1% | +$60.8K | 0.76% | 27 |
|
|
2023
Q2 | $5.43M | Sell |
27,864
-3,869
| -12% | -$754K | 0.74% | 25 |
|
|
2023
Q1 | $6.26M | Sell |
31,733
-1,532
| -5% | -$302K | 0.96% | 17 |
|
|
2022
Q4 | $5.46M | Buy |
+33,265
| New | +$5.46M | 0.68% | 28 |
|