BOK Financial Private Wealth’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
Q1 | – | Sell |
-915
| Closed | -$5.73K | – | 617 |
|
|
2024
Q4 | $5.73K | Buy |
915
+33
| +4% | +$207 | ﹤0.01% | 396 |
|
|
2024
Q3 | $5.76K | Buy |
882
+26
| +3% | +$170 | ﹤0.01% | 427 |
|
|
2024
Q2 | $5.17K | Buy |
856
+23
| +3% | +$139 | ﹤0.01% | 402 |
|
|
2024
Q1 | $6.17K | Buy |
833
+19
| +2% | +$141 | ﹤0.01% | 388 |
|
|
2023
Q4 | $7.11K | Buy |
+814
| New | +$7.11K | ﹤0.01% | 385 |
|