Venturi Wealth Management’s ADT ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-189
| Closed | -$1.31K | – | 571 |
|
|
2024
Q4 | $1.31K | Buy |
189
+30
| +19% | +$207 | ﹤0.01% | 1892 |
|
|
2024
Q3 | $1.15K | Hold |
159
| – | – | ﹤0.01% | 1759 |
|
|
2024
Q2 | $1.21K | Buy |
+159
| New | +$1.21K | ﹤0.01% | 1441 |
|
|
2024
Q1 | – | Sell |
-289
| Closed | -$1.97K | – | 1364 |
|
|
2023
Q4 | $1.97K | Buy |
+289
| New | +$1.97K | ﹤0.01% | 1224 |
|