B. Riley Wealth Advisors’s Adamas Trust ADAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$81.1K Buy
2016
Q2
Sell
2016
Q1
$57K Sell
2015
Q4
$77K Sell
2015
Q3
$87K Buy
2015
Q2
Sell
2015
Q1
$114K Sell
2014
Q4
$1.15K Buy
2014
Q3
$109K Sell
2014
Q2
$131K Sell
2014
Q1
$327K Sell
2013
Q4
$389K Sell
2013
Q3
$521K Sell
2013
Q2
$808K Buy