Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$177K Hold
26,986
﹤0.01% 956
2025
Q4
$218K Hold
26,986
﹤0.01% 952
2025
Q3
$235K Buy
26,986
+8,300
+44% +$71.2K ﹤0.01% 947
2025
Q2
$158K Sell
18,686
-1,204
-6% -$9.86K ﹤0.01% 977
2025
Q1
$162K Buy
19,890
+2,061
+12% +$15.6K ﹤0.01% 944
2024
Q4
$123K Buy
17,829
+2,200
+14% +$16K ﹤0.01% 963
2024
Q3
$113K Hold
15,629
﹤0.01% 975
2024
Q2
$119K Buy
15,629
+1,500
+11% +$10.4K ﹤0.01% 959
2024
Q1
$94.9K Buy
14,129
+2,529
+22% +$16.8K ﹤0.01% 960
2023
Q4
$79.1K Buy
11,600
+200
+2% +$1.25K ﹤0.01% 981
2023
Q3
$68.4K Buy
11,400
+300
+3% +$1.87K ﹤0.01% 968
2023
Q2
$66.9K Hold
11,100
﹤0.01% 989
2023
Q1
$80.3K Sell
11,100
-20,300
-65% -$166K ﹤0.01% 963
2022
Q4
$285K Hold
31,400
﹤0.01% 876
2022
Q3
$235K Buy
31,400
+200
+0.6% +$1.51K ﹤0.01% 900
2022
Q2
$192K Buy
31,200
+2,600
+9% +$18.1K ﹤0.01% 967
2022
Q1
$217K Hold
28,600
﹤0.01% 959
2021
Q4
$241K Buy
28,600
+100
+0.4% +$852 ﹤0.01% 964
2021
Q3
$230K Sell
28,500
-1,200
-4% -$11.1K ﹤0.01% 958
2021
Q2
$320K Buy
29,700
+100
+0.3% +$1K ﹤0.01% 899
2021
Q1
$250K Sell
29,600
-1,300
-4% -$11.3K ﹤0.01% 904
2020
Q4
$243K Buy
30,900
+1,400
+5% +$11K ﹤0.01% 880
2020
Q3
$241K Buy
29,500
+8,200
+38% +$79.8K ﹤0.01% 874
2020
Q2
$170K Buy
21,300
+200
+0.9% +$1.29K ﹤0.01% 955
2020
Q1
$91K Buy
21,100
+100
+0.5% +$605 ﹤0.01% 917
2019
Q4
$166K Hold
21,000
﹤0.01% 948
2019
Q3
$131K Hold
21,000
﹤0.01% 952
2019
Q2
$129K Buy
21,000
+1,100
+6% +$7K ﹤0.01% 978
2019
Q1
$127K Hold
19,900
﹤0.01% 972
2018
Q4
$119K Hold
19,900
﹤0.01% 975
2018
Q3
$187K Buy
19,900
+400
+2% +$3.56K ﹤0.01% 984
2018
Q2
$169K Sell
19,500
-100
-0.5% -$830 ﹤0.01% 990
2018
Q1
$156K Buy
+19,600
New +$214K ﹤0.01% 978

Other funds holding ADT