Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$241K Buy
36,738
+889
+2% +$6.67K ﹤0.01% 4599
2025
Q4
$289K Sell
35,849
-31,291
-47% -$260K ﹤0.01% 4850
2025
Q3
$585K Sell
67,140
-590
-0.9% -$5.06K ﹤0.01% 4183
2025
Q2
$574K Buy
67,730
+35,989
+113% +$295K ﹤0.01% 4039
2025
Q1
$258K Sell
31,741
-4,086
-11% -$30.8K ﹤0.01% 4526
2024
Q4
$248K Buy
35,827
+2,113
+6% +$15.4K ﹤0.01% 4663
2024
Q3
$244K Sell
33,714
-4,904
-13% -$36K ﹤0.01% 4446
2024
Q2
$294K Sell
38,618
-5,300
-12% -$36.7K ﹤0.01% 4255
2024
Q1
$295K Sell
43,918
-3,371
-7% -$22.4K ﹤0.01% 4233
2023
Q4
$323K Sell
47,289
-17,862
-27% -$111K ﹤0.01% 4166
2023
Q3
$391K Sell
65,151
-4,056
-6% -$25.3K ﹤0.01% 3931
2023
Q2
$417K Sell
69,207
-138,243
-67% -$866K ﹤0.01% 4084
2023
Q1
$1.5M Buy
207,450
+142,036
+217% +$1.16M ﹤0.01% 3094
2022
Q4
$593K Sell
65,414
-21,239
-25% -$189K ﹤0.01% 3545
2022
Q3
$649K Buy
86,653
+30,288
+54% +$228K ﹤0.01% 3525
2022
Q2
$346K Sell
56,365
-22,218
-28% -$155K ﹤0.01% 3968
2022
Q1
$596K Sell
78,583
-59,759
-43% -$455K ﹤0.01% 4285
2021
Q4
$1.16M Sell
138,342
-36,197
-21% -$309K ﹤0.01% 3996
2021
Q3
$1.41M Sell
174,539
-91,676
-34% -$845K ﹤0.01% 3945
2021
Q2
$2.87M Sell
266,215
-668,043
-72% -$6.71M ﹤0.01% 3371
2021
Q1
$7.88M Buy
934,258
+676,870
+263% +$5.86M ﹤0.01% 2406
2020
Q4
$2.02M Buy
257,388
+74,368
+41% +$584K ﹤0.01% 3491
2020
Q3
$1.5M Buy
183,020
+113,803
+164% +$1.11M ﹤0.01% 3545
2020
Q2
$552K Sell
69,217
-45,566
-40% -$295K ﹤0.01% 4254
2020
Q1
$496K Buy
114,783
+53,194
+86% +$322K ﹤0.01% 4040
2019
Q4
$488K Sell
61,589
-85,052
-58% -$672K ﹤0.01% 4392
2019
Q3
$919K Sell
146,641
-979,482
-87% -$5.55M ﹤0.01% 3909
2019
Q2
$6.89M Sell
1,126,123
-836,302
-43% -$5.33M ﹤0.01% 2273
2019
Q1
$12.5M Sell
1,962,425
-1,056,089
-35% -$7.63M ﹤0.01% 1767
2018
Q4
$18.1M Buy
3,018,514
+2,711,191
+882% +$20.4M 0.01% 1432
2018
Q3
$2.89M Buy
307,323
+176,658
+135% +$1.57M ﹤0.01% 3092
2018
Q2
$1.13M Buy
130,665
+114,703
+719% +$952K ﹤0.01% 3917
2018
Q1
$126K Buy
+15,962
New +$175K ﹤0.01% 5203

Other funds holding ADT