Center for Financial Planning’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $727K | Hold |
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|
2025
Q2 | $748K | Hold |
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|
2025
Q1 | $790K | Hold |
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|
2024
Q4 | $721K | Hold |
|
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|
2024
Q3 | $771K | Sell |
|
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|
2024
Q2 | $919K | Hold |
|
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|
2024
Q1 | $847K | Hold |
|
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|
2023
Q4 | $934K | Hold |
|
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|
2023
Q3 | $819K | Hold |
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|
2023
Q2 | $970K | Hold |
|
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|
2023
Q1 | $1.02M | Hold |
|
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $984K | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.45M | Buy |
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