Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$109K Sell
16,600
-500
-3% -$3.75K ﹤0.01% 3422
2025
Q4
$138K Sell
17,100
-17,100
-50% -$142K ﹤0.01% 3584
2025
Q3
$298K Sell
34,200
-9,800
-22% -$84.1K ﹤0.01% 3113
2025
Q2
$373K Sell
44,000
-151,200
-77% -$1.24M ﹤0.01% 2859
2025
Q1
$1.59M Buy
195,200
+184,900
+1,795% +$1.4M ﹤0.01% 1773
2024
Q4
$71.2K Buy
+10,300
New +$75K ﹤0.01% 3686
2024
Q3
Sell
-7,700
Closed -$58.5K 4056
2024
Q2
$58.5K Buy
7,700
+7,600
+7,600% +$52.6K ﹤0.01% 3538
2024
Q1
$672 Sell
100
-3,700
-97% -$24.6K ﹤0.01% 4632
2023
Q4
$25.9K Buy
3,800
+2,900
+322% +$18.1K ﹤0.01% 4472
2023
Q3
$5.4K Sell
900
-91,500
-99% -$570K ﹤0.01% 4624
2023
Q2
$557K Buy
92,400
+86,600
+1,493% +$542K ﹤0.01% 2654
2023
Q1
$41.9K Sell
5,800
-41,600
-88% -$339K ﹤0.01% 4118
2022
Q4
$430K Sell
47,400
-105,400
-69% -$937K ﹤0.01% 2937
2022
Q3
$1.14M Buy
152,800
+124,000
+431% +$935K ﹤0.01% 2148
2022
Q2
$177K Buy
28,800
+15,600
+118% +$109K ﹤0.01% 3777
2022
Q1
$100K Buy
13,200
+9,100
+222% +$69.2K ﹤0.01% 4237
2021
Q4
$34K Sell
4,100
-20,200
-83% -$172K ﹤0.01% 4779
2021
Q3
$197K Sell
24,300
-2,000
-8% -$18.4K ﹤0.01% 3859
2021
Q2
$284K Buy
26,300
+13,500
+105% +$136K ﹤0.01% 3564
2021
Q1
$108K Sell
12,800
-9,000
-41% -$77.9K ﹤0.01% 4050
2020
Q4
$171K Sell
21,800
-1,000
-4% -$7.86K ﹤0.01% 3628
2020
Q3
$186K Buy
22,800
+22,000
+2,750% +$214K ﹤0.01% 3043
2020
Q2
$6K Buy
+800
New +$5.17K ﹤0.01% 4109
2020
Q1
Sell
-11,500
Closed -$91K 3905
2019
Q4
$91K Buy
+11,500
New +$90.8K ﹤0.01% 3593

Other funds holding ADT