Barrett & Company’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
Q2 | $4.37K | Hold |
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|
2025
Q1 | $4.23K | Hold |
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|
2024
Q4 | $3.95K | Hold |
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|
2024
Q3 | $4.13K | Hold |
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|
2024
Q2 | $3.81K | Hold |
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|
2024
Q1 | $4.69K | Hold |
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|
2023
Q4 | $5.56K | Hold |
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|
2023
Q3 | $5.54K | Hold |
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|
2023
Q2 | $6.47K | Sell |
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|
2023
Q1 | $11.5K | Sell |
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|
2022
Q4 | $11.8K | Hold |
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|
2022
Q3 | $11.8K | Buy |
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