9258 Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $928K | Sell |
|
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|
2023
Q2 | $981K | Buy |
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|
2023
Q1 | $907K | Sell |
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|
2022
Q4 | $874K | Sell |
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|
2022
Q3 | $903K | Sell |
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|
2022
Q2 | $1M | Sell |
|
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.31M | Buy |
|
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.2M | Sell |
|
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.29M | Sell |
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|
2018
Q4 | $1.14M | Buy |
|