Bensler’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
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|
2025
Q1 | $15M | Buy |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $12.6M | Buy |
|
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|
2024
Q2 | $11.5M | Buy |
|
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|
2024
Q1 | $10M | Buy |
|
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|
2023
Q4 | $8.41M | Buy |
|
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|
2023
Q3 | $5.69M | Buy |
|
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|
2023
Q2 | $5.68M | Buy |
|
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|
2023
Q1 | $5.18M | Sell |
|
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|
2022
Q4 | $5.03M | Buy |
|
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|
2022
Q3 | $4.6M | Buy |
|
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|
2022
Q2 | $4.63M | Buy |
|
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|
2022
Q1 | $5.14M | Buy |
|
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|
2021
Q4 | $5.1M | Buy |
|