AWM
Avior Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-846
| Closed | -$42.7K | – | 759 |
|
|
2024
Q4 | $42.7K | Sell |
846
-5,772
| -87% | -$292K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $395K | Sell |
6,618
-33
| -0.5% | -$1.97K | 0.02% | 514 |
|
|
2024
Q2 | $402K | Sell |
6,651
-262
| -4% | -$15.8K | 0.02% | 493 |
|
|
2024
Q1 | $434K | Buy |
6,913
+1,422
| +26% | +$89.3K | 0.02% | 491 |
|
|
2023
Q4 | $397K | Sell |
5,491
-513
| -9% | -$37.1K | 0.02% | 394 |
|
|
2023
Q3 | $453K | Buy |
6,004
+281
| +5% | +$21.2K | 0.03% | 352 |
|
|
2023
Q2 | $432K | Buy |
5,723
+536
| +10% | +$40.5K | 0.03% | 380 |
|
|
2023
Q1 | $413K | Buy |
5,187
+617
| +14% | +$49.2K | 0.03% | 400 |
|
|
2022
Q4 | $424K | Buy |
4,570
+18
| +0.4% | +$1.67K | 0.03% | 341 |
|
|
2022
Q3 | $366K | Buy |
4,552
+19
| +0.4% | +$1.53K | 0.03% | 342 |
|
|
2022
Q2 | $351K | Buy |
4,533
+78
| +2% | +$6.04K | 0.04% | 326 |
|
|
2022
Q1 | $402K | Buy |
4,455
+20
| +0.5% | +$1.81K | 0.03% | 342 |
|
|
2021
Q4 | $299K | Buy |
4,435
+23
| +0.5% | +$1.55K | 0.02% | 391 |
|
|
2021
Q3 | $264K | Buy |
4,412
+647
| +17% | +$38.7K | 0.02% | 393 |
|
|
2021
Q2 | $228K | Buy |
3,765
+417
| +12% | +$25.3K | 0.02% | 389 |
|
|
2021
Q1 | $190K | Sell |
3,348
-257
| -7% | -$14.6K | 0.02% | 402 |
|
|
2020
Q4 | $181K | Buy |
3,605
+557
| +18% | +$28K | 0.02% | 386 |
|
|
2020
Q3 | $141K | Buy |
3,048
+245
| +9% | +$11.3K | 0.02% | 409 |
|
|
2020
Q2 | $111K | Buy |
2,803
+21
| +0.8% | +$832 | 0.02% | 430 |
|
|
2020
Q1 | $97K | Buy |
2,782
+714
| +35% | +$24.9K | 0.02% | 418 |
|
|
2019
Q4 | $95K | Buy |
2,068
+112
| +6% | +$5.15K | 0.02% | 434 |
|
|
2019
Q3 | $80K | Buy |
1,956
+762
| +64% | +$31.2K | 0.01% | 430 |
|
|
2019
Q2 | $49K | Buy |
1,194
+461
| +63% | +$18.9K | 0.01% | 452 |
|
|
2019
Q1 | $31K | Buy |
733
+70
| +11% | +$2.96K | 0.01% | 459 |
|
|
2018
Q4 | $27K | Buy |
663
+5
| +0.8% | +$204 | 0.01% | 501 |
|
|
2018
Q3 | $33K | Buy |
658
+103
| +19% | +$5.17K | 0.01% | 510 |
|
|
2018
Q2 | $25K | Buy |
555
+207
| +59% | +$9.32K | 0.01% | 522 |
|
|
2018
Q1 | $15K | Sell |
348
-16
| -4% | -$690 | ﹤0.01% | 558 |
|
|
2017
Q4 | $14K | Buy |
364
+32
| +10% | +$1.23K | ﹤0.01% | 570 |
|
|
2017
Q3 | $14K | Buy |
332
+2
| +0.6% | +$84 | ﹤0.01% | 301 |
|
|
2017
Q2 | $14K | Buy |
330
+3
| +0.9% | +$127 | 0.01% | 283 |
|
|
2017
Q1 | $15K | Buy |
327
+2
| +0.6% | +$92 | 0.01% | 321 |
|
|
2016
Q4 | $15K | Buy |
325
+2
| +0.6% | +$92 | 0.01% | 301 |
|
|
2016
Q3 | $14K | Buy |
323
+2
| +0.6% | +$87 | 0.01% | 321 |
|
|
2016
Q2 | $14K | Buy |
321
+2
| +0.6% | +$87 | 0.01% | 318 |
|
|
2016
Q1 | $12K | Buy |
319
+62
| +24% | +$2.33K | 0.01% | 330 |
|
|
2015
Q4 | $9K | Buy |
257
+2
| +0.8% | +$70 | ﹤0.01% | 323 |
|
|
2015
Q3 | $11K | Buy |
255
+2
| +0.8% | +$86 | 0.01% | 275 |
|
|
2015
Q2 | $12K | Buy |
253
+1
| +0.4% | +$47 | 0.01% | 252 |
|
|
2015
Q1 | $12K | Buy |
252
+2
| +0.8% | +$95 | 0.01% | 238 |
|
|
2014
Q4 | $13K | Buy |
250
+100
| +67% | +$5.2K | 0.01% | 215 |
|
|
2014
Q3 | $8K | Hold |
150
| – | – | 0.01% | 240 |
|
|
2014
Q2 | $7K | Hold |
150
| – | – | 0.01% | 250 |
|
|
2014
Q1 | $7K | Buy |
+150
| New | +$7K | 0.01% | 246 |
|