Number of Shares
619.00
Current Holdings Value*
$142,480.00
% of Portfolio
4.32%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
37.07%

SYSTM Wealth Solutions LLC's Analog Devices Inc Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 619.00 shares of Analog Devices Inc(ADI), totaling $142,480.00. This investment constitutes 4.32% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding Analog Devices Inc(ADI) stock.

The initial trade took place in 2022Q4. And since then SYSTM Wealth Solutions LLC has made 3 purchases of ADI, at an average price of $159.65, for a total of 38,163.00 shares. In addition, there have been 4 sales at an average price of $218.43 for 37,544.00 shares. Based on historical transaction data and ADI's current price of $243.46, SYSTM Wealth Solutions LLC's estimated gain on his ADI holdings is $2.26 Mil, reflecting a 37.07% gain to date.

SYSTM Wealth Solutions LLC ADI ($243.46) Holding Chart

SYSTM Wealth Solutions LLC ADI ($243.46) 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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