BA
AE

Bard Associates’s Adams Resources & Energy Inc. AE Stock Holding History

Bard Associates’s Portfolio AE Stock Details AE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,438
Closed -$470K – 185
2024
Q4 		$470K Hold
12,438
– – 0.16% 122
2024
Q3 		$336K Buy
12,438
+1,443
+13% +$39K 0.11% 145
2024
Q2 		$308K Buy
10,995
+620
+6% +$17.4K 0.12% 139
2024
Q1 		$301K Buy
+10,375
New +$301K 0.11% 143