ARQ Wealth Advisors’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 | $2.56M | Hold |
134,567
| – | – | 0.88% | 41 |
|
|
2025
Q1 | $2.56M | Buy |
134,567
+52,176
| +63% | +$991K | 0.95% | 36 |
|
|
2024
Q4 | $1.66M | Buy |
82,391
+10,047
| +14% | +$203K | 0.63% | 40 |
|
|
2024
Q3 | $1.55M | Buy |
72,344
+3,350
| +5% | +$71.6K | 0.58% | 38 |
|
|
2024
Q2 | $1.48M | Buy |
68,994
+4,183
| +6% | +$89.9K | 0.64% | 36 |
|
|
2024
Q1 | $1.27M | Buy |
64,811
+4,752
| +8% | +$92.8K | 0.55% | 38 |
|
|
2023
Q4 | $1.06M | Buy |
60,059
+7,888
| +15% | +$140K | 0.63% | 35 |
|
|
2023
Q3 | $868K | Buy |
+52,171
| New | +$868K | 0.65% | 35 |
|