Accredited Investor Services’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
15,757
+593
+4% +$12.9K 0.26% 37
2025
Q1
$288K Buy
+15,164
New +$288K 0.24% 40