Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$78.8K Sell
12,000
-8,000
-40% -$60.1K ﹤0.01% 3542
2025
Q4
$161K Buy
20,000
+18,000
+900% +$150K ﹤0.01% 3506
2025
Q3
$17.4K Buy
2,000
+1,700
+567% +$14.6K ﹤0.01% 4158
2025
Q2
$2.54K Sell
300
-86,700
-100% -$710K ﹤0.01% 4122
2025
Q1
$708K Buy
87,000
+74,600
+602% +$563K ﹤0.01% 2285
2024
Q4
$85.7K Buy
+12,400
New +$90.3K ﹤0.01% 3614
2024
Q3
Sell
-23,400
Closed -$178K 4058
2024
Q2
$178K Buy
23,400
+600
+3% +$4.16K ﹤0.01% 3151
2024
Q1
$153K Sell
22,800
-71,300
-76% -$473K ﹤0.01% 3573
2023
Q4
$642K Buy
94,100
+1,600
+2% +$9.97K ﹤0.01% 2854
2023
Q3
$555K Buy
92,500
+72,400
+360% +$451K ﹤0.01% 2869
2023
Q2
$121K Buy
20,100
+12,800
+175% +$80.2K ﹤0.01% 3671
2023
Q1
$52.8K Sell
7,300
-62,400
-90% -$509K ﹤0.01% 4063
2022
Q4
$632K Buy
69,700
+4,100
+6% +$36.5K ﹤0.01% 2623
2022
Q3
$491K Sell
65,600
-41,100
-39% -$310K ﹤0.01% 2924
2022
Q2
$656K Buy
106,700
+13,800
+15% +$96.2K ﹤0.01% 2642
2022
Q1
$705K Buy
92,900
+12,600
+16% +$95.9K ﹤0.01% 2557
2021
Q4
$675K Sell
80,300
-45,700
-36% -$390K ﹤0.01% 2638
2021
Q3
$1.02M Sell
126,000
-36,000
-22% -$332K ﹤0.01% 2179
2021
Q2
$1.75M Buy
162,000
+83,800
+107% +$842K 0.01% 1608
2021
Q1
$660K Buy
78,200
+76,200
+3,810% +$660K ﹤0.01% 2329
2020
Q4
$16K Buy
2,000
+300
+18% +$2.36K ﹤0.01% 4402
2020
Q3
$14K Buy
+1,700
New +$16.5K ﹤0.01% 3870
2020
Q1
Sell
-23,000
Closed -$182K 3906
2019
Q4
$182K Buy
+23,000
New +$182K ﹤0.01% 3223

Other funds holding ADT