Number of Shares
10,890.00
Current Holdings Value*
$2.20 Mil
% of Portfolio
0.96%
Total Estimate Gain
$171,688.14
% of Total Estimate Gain
4.40%

Phoenix Wealth Advisors's Analog Devices Inc Holding Summary

As of 2025-03-31, Phoenix Wealth Advisors held 10,890.00 shares of Analog Devices Inc(ADI), totaling $2.20 Mil. This investment constitutes 0.96% of their stock portfolio, and Phoenix Wealth Advisors now holds 0% of the outstanding Analog Devices Inc(ADI) stock.

The initial trade took place in 2024Q3. And since then Phoenix Wealth Advisors has made 2 purchases of ADI, at an average price of $221.53, for a total of 17,607.00 shares. In addition, there have been 1 sales at an average price of $221.03 for 6,717.00 shares. Based on historical transaction data and ADI's current price of $237.60, Phoenix Wealth Advisors's estimated gain on his ADI holdings is $171,688.14, reflecting a 4.40% gain to date.

Phoenix Wealth Advisors ADI ($237.60) Holding Chart

Phoenix Wealth Advisors ADI ($237.60) 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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