Cerity Partners’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
Q3 | $658K | Buy |
|
|||||
|
2025
Q2 | $616K | Sell |
|
|||||
|
2025
Q1 | $556K | Buy |
|
|||||
|
2024
Q4 | $502K | Hold |
|
|||||
|
2024
Q3 | $535K | Sell |
|
|||||
|
2024
Q2 | $662K | Hold |
|
|||||
|
2024
Q1 | $602K | Sell |
|
|||||
|
2023
Q4 | $634K | Hold |
|
|||||
|
2023
Q3 | $596K | Hold |
|
|||||
|
2023
Q2 | $602K | Hold |
|
|||||
|
2023
Q1 | $557K | Hold |
|
|||||
|
2022
Q4 | $521K | Buy |
|