TCWA
Turtle Creek Wealth Advisors’s Analog Devices ADI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $385K | Buy |
+1,618
| New | +$385K | 0.05% | 194 |
|
2024
Q4 | – | Sell |
-1,154
| Closed | -$266K | – | 80 |
|
2024
Q3 | $266K | Buy |
1,154
+39
| +3% | +$8.98K | 0.05% | 150 |
|
2024
Q2 | $255K | Buy |
+1,115
| New | +$255K | 0.06% | 133 |
|
2024
Q1 | – | Sell |
-890
| Closed | -$177K | – | 197 |
|
2023
Q4 | $177K | Buy |
+890
| New | +$177K | 0.05% | 156 |
|