Atticus Wealth Management’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.5K | Hold |
500
| – | – | 0.01% | 347 |
|
2025
Q1 | $38.6K | Hold |
500
| – | – | 0.01% | 252 |
|
2024
Q4 | $35.2K | Hold |
500
| – | – | 0.01% | 279 |
|
2024
Q3 | $37.7K | Hold |
500
| – | – | 0.01% | 267 |
|
2024
Q2 | $31K | Hold |
500
| – | – | 0.01% | 274 |
|
2024
Q1 | $28.6K | Hold |
500
| – | – | 0.01% | 293 |
|
2023
Q4 | $31.5K | Hold |
500
| – | – | 0.01% | 289 |
|
2023
Q3 | $27.6K | Hold |
500
| – | – | 0.01% | 307 |
|
2023
Q2 | $32.7K | Buy |
+500
| New | +$32.7K | 0.01% | 298 |
|