Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Sell |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $703K | Sell |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $624K | Buy |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $746K | Buy |
|