VWA
V Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,796
| Closed | -$350K | – | 114 |
|
|
2023
Q2 | $350K | Buy |
1,796
+187
| +12% | +$36.4K | 0.06% | 256 |
|
|
2023
Q1 | $317K | Buy |
1,609
+62
| +4% | +$12.2K | 0.06% | 279 |
|
|
2022
Q4 | $254K | Buy |
1,547
+96
| +7% | +$15.7K | 0.05% | 301 |
|
|
2022
Q3 | $202K | Buy |
1,451
+43
| +3% | +$5.99K | 0.04% | 347 |
|
|
2022
Q2 | $206K | Buy |
1,408
+26
| +2% | +$3.8K | 0.04% | 385 |
|
|
2022
Q1 | $228K | Buy |
1,382
+144
| +12% | +$23.8K | 0.04% | 394 |
|
|
2021
Q4 | $218K | Buy |
1,238
+6
| +0.5% | +$1.06K | 0.03% | 419 |
|
|
2021
Q3 | $206K | Buy |
1,232
+35
| +3% | +$5.85K | 0.03% | 440 |
|
|
2021
Q2 | $206K | Buy |
+1,197
| New | +$206K | 0.03% | 448 |
|