Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$56.6K Sell
8,608
-17,800
-67% -$134K ﹤0.01% 3651
2025
Q4
$213K Buy
+26,408
New +$220K ﹤0.01% 3356
2025
Q3
Sell
-86,491
Closed -$742K 4319
2025
Q2
$733K Buy
+86,491
New +$708K ﹤0.01% 2401
2024
Q3
Sell
-42,116
Closed -$320K 4057
2024
Q2
$320K Sell
42,116
-5,183
-11% -$35.9K ﹤0.01% 2804
2024
Q1
$318K Sell
47,299
-4,431
-9% -$29.4K ﹤0.01% 3142
2023
Q4
$353K Buy
51,730
+6,359
+14% +$39.6K ﹤0.01% 3372
2023
Q3
$272K Buy
+45,371
New +$283K ﹤0.01% 3420
2023
Q2
Sell
-14,441
Closed -$90.4K 4659
2023
Q1
$104K Sell
14,441
-20,460
-59% -$167K ﹤0.01% 3833
2022
Q4
$317K Buy
+34,901
New +$310K ﹤0.01% 3194
2022
Q3
Sell
-2,572
Closed -$19.4K 4969
2022
Q2
$16K Sell
2,572
-2,334
-48% -$16.3K ﹤0.01% 4561
2022
Q1
$37K Sell
4,906
-31,026
-86% -$236K ﹤0.01% 4595
2021
Q4
$302K Buy
35,932
+1,703
+5% +$14.5K ﹤0.01% 3472
2021
Q3
$277K Sell
34,229
-42,569
-55% -$392K ﹤0.01% 3539
2021
Q2
$829K Buy
76,798
+60,395
+368% +$607K ﹤0.01% 2333
2021
Q1
$138K Sell
16,403
-94,819
-85% -$821K ﹤0.01% 3913
2020
Q4
$873K Buy
+111,222
New +$874K ﹤0.01% 2118
2020
Q3
Sell
-30,597
Closed -$298K 4027
2020
Q2
$244K Buy
+30,597
New +$198K ﹤0.01% 2920

Other funds holding ADT