Briaud Financial Planning, Inc ADI Holdings History
Number of Shares
6,518.00
Current Holdings Value*
$1.31 Mil
% of Portfolio
0.52%
Total Estimate Gain
$141,375.42
% of Total Estimate Gain
9.81%
Briaud Financial Planning, Inc's Analog Devices Inc Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 6,518.00 shares of Analog Devices Inc(ADI), totaling $1.31 Mil. This investment constitutes 0.52% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Analog Devices Inc(ADI) stock.
The initial trade took place in 2024Q4. And since then Briaud Financial Planning, Inc has made 1 purchases of ADI, at an average price of $221.03, for a total of 6,518.00 shares. Based on historical transaction data and ADI's current price of $242.72, Briaud Financial Planning, Inc's estimated gain on his ADI holdings is $141,375.42, reflecting a 9.81% gain to date.
Briaud Financial Planning, Inc ADI ($242.72) Holding Chart
Briaud Financial Planning, Inc ADI ($242.72) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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