Avior Wealth Management’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 | $601K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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