Beaird Harris Wealth Management’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248 | Hold |
37
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $241 | Hold |
37
| – | – | ﹤0.01% | 499 |
|
|
2024
Q4 | $225 | Hold |
37
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $235 | Sell |
37
-58
| -61% | -$368 | ﹤0.01% | 500 |
|
|
2024
Q2 | $558 | Buy |
95
+58
| +157% | +$341 | ﹤0.01% | 624 |
|
|
2024
Q1 | $267 | Hold |
37
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $316 | Buy |
37
+3
| +9% | +$26 | ﹤0.01% | 582 |
|
|
2023
Q3 | $289 | Hold |
34
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $338 | Hold |
34
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $339 | Hold |
34
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $342 | Buy |
34
+17
| +100% | +$171 | ﹤0.01% | 714 |
|
|
2022
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 521 |
|
|
2022
Q2 | $0 | Buy |
+17
| New | – | ﹤0.01% | 539 |
|