WR Wealth Planners’s Analog Devices ADI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.95K | Buy |
28
+6
| +27% | +$1.28K | ﹤0.01% | 663 |
|
|
2024
Q3 | $5.06K | Sell |
22
-56
| -72% | -$12.9K | ﹤0.01% | 741 |
|
|
2024
Q2 | $17.8K | Buy |
78
+5
| +7% | +$1.14K | 0.01% | 463 |
|
|
2024
Q1 | $14.4K | Buy |
+73
| New | +$14.4K | ﹤0.01% | 515 |
|
|
2023
Q4 | – | Sell |
-54
| Closed | -$9.46K | – | 195 |
|
|
2023
Q3 | $9.46K | Hold |
54
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $10.5K | Sell |
54
-4
| -7% | -$779 | ﹤0.01% | 555 |
|
|
2023
Q1 | $11.4K | Buy |
+58
| New | +$11.4K | ﹤0.01% | 520 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$7.31K | – | 524 |
|
|
2022
Q2 | $7.31K | Hold |
50
| – | – | ﹤0.01% | 311 |
|
|
2022
Q1 | $8.26K | Buy |
+50
| New | +$8.26K | ﹤0.01% | 318 |
|