AE Wealth Management’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
2025
Q1
$358K Buy
2023
Q1
Sell
2022
Q4
$1.04M Buy
2022
Q3
$898K Buy