Beaird Harris Wealth Management’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 | $248 | Hold |
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|
2025
Q1 | $241 | Hold |
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|
2024
Q4 | $225 | Hold |
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|
2024
Q3 | $235 | Sell |
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|
2024
Q2 | $558 | Buy |
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|
2024
Q1 | $267 | Hold |
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|
2023
Q4 | $316 | Buy |
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|
2023
Q3 | $289 | Hold |
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|
2023
Q2 | $338 | Hold |
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|
2023
Q1 | $339 | Hold |
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|
2022
Q4 | $342 | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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