BWM
ADC icon

Bernard Wealth Management’s Agree Realty ADC Stock Holding History

Bernard Wealth Management’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$30.9K Sell
423
-23
-5% -$1.68K 0.01% 148
2025
Q1 		$34.4K Hold
446
– – 0.02% 148
2024
Q4 		$31.4K Buy
+446
New +$31.4K 0.01% 154