Atwood & Palmer’s Adams Diversified Equity Fund ADX Stock Holding History

Atwood & Palmer’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.9K	Hold	1,057	–	–	﹤0.01%	312
2025 Q1	$20.1K	Hold	1,057	–	–	﹤0.01%	290
2024 Q4	$21.4K	Hold	1,057	–	–	﹤0.01%	282
2024 Q3	$22.8K	Hold	1,057	–	–	﹤0.01%	281
2024 Q2	$22.7K	Hold	1,057	–	–	﹤0.01%	288
2024 Q1	$20.6K	Hold	1,057	–	–	﹤0.01%	277
2023 Q4	$18.7K	Hold	1,057	–	–	﹤0.01%	285
2023 Q3	$17.6K	Hold	1,057	–	–	﹤0.01%	277
2023 Q2	$17.8K	Hold	1,057	–	–	﹤0.01%	285
2023 Q1	$16.4K	Hold	1,057	–	–	﹤0.01%	277
2022 Q4	$15.4K	Hold	1,057	–	–	﹤0.01%	300
2022 Q3	$15K	Hold	1,057	–	–	﹤0.01%	286
2022 Q2	$16K	Hold	1,057	–	–	﹤0.01%	303
2022 Q1	$19K	Hold	1,057	–	–	﹤0.01%	315
2021 Q4	$21K	Hold	1,057	–	–	﹤0.01%	314
2021 Q3	$21K	Hold	1,057	–	–	﹤0.01%	297
2021 Q2	$21K	Hold	1,057	–	–	﹤0.01%	286
2021 Q1	$19K	Hold	1,057	–	–	﹤0.01%	300
2020 Q4	$18K	Hold	1,057	–	–	﹤0.01%	284
2020 Q3	$17K	Hold	1,057	–	–	﹤0.01%	239
2020 Q2	$16K	Hold	1,057	–	–	﹤0.01%	235
2020 Q1	$13K	Hold	1,057	–	–	﹤0.01%	241
2019 Q4	$17K	Hold	1,057	–	–	﹤0.01%	228
2019 Q3	$17K	Hold	1,057	–	–	﹤0.01%	236
2019 Q2	$16K	Hold	1,057	–	–	﹤0.01%	233
2019 Q1	$15K	Hold	1,057	–	–	﹤0.01%	232
2018 Q4	$13K	Hold	1,057	–	–	﹤0.01%	236
2018 Q3	$18K	Hold	1,057	–	–	﹤0.01%	239
2018 Q2	$16K	Hold	1,057	–	–	﹤0.01%	244
2018 Q1	$16K	Hold	1,057	–	–	﹤0.01%	237
2017 Q4	$16K	Hold	1,057	–	–	﹤0.01%	236
2017 Q3	$16K	Hold	1,057	–	–	﹤0.01%	236
2017 Q2	$15K	Hold	1,057	–	–	﹤0.01%	244
2017 Q1	$15K	Hold	1,057	–	–	﹤0.01%	233
2016 Q4	$13K	Hold	1,057	–	–	﹤0.01%	248
2016 Q3	$14K	Hold	1,057	–	–	﹤0.01%	241
2016 Q2	$13K	Hold	1,057	–	–	﹤0.01%	244
2016 Q1	$13K	Hold	1,057	–	–	﹤0.01%	251
2015 Q4	$14K	Hold	1,057	–	–	﹤0.01%	295
2015 Q3	$13K	Hold	1,057	–	–	﹤0.01%	305
2015 Q2	$15K	Hold	1,057	–	–	﹤0.01%	266
2015 Q1	$15K	Hold	1,057	–	–	﹤0.01%	251
2014 Q4	$15K	Hold	1,057	–	–	﹤0.01%	269
2014 Q3	$15K	Hold	1,057	–	–	﹤0.01%	272
2014 Q2	$15K	Buy	+1,057	New	+$15K	﹤0.01%	247