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Cherry Tree Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Cherry Tree Wealth Management’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-252
Closed -$5.88K – 583
2025
Q4 		$5.88K Hold
252
– – ﹤0.01% 477
2025
Q3 		$5.62K Hold
252
– – ﹤0.01% 462
2025
Q2 		$5.47K Hold
252
– – ﹤0.01% 465
2025
Q1 		$4.79K Hold
252
– – ﹤0.01% 536
2024
Q4 		$5.09K Hold
252
– – ﹤0.01% 474
2024
Q3 		$5.43K Hold
252
– – ﹤0.01% 475
2024
Q2 		$5.42K Hold
252
– – ﹤0.01% 455
2024
Q1 		$4.92K Hold
252
– – ﹤0.01% 441
2023
Q4 		$4.46K Hold
252
– – ﹤0.01% 439
2023
Q3 		$4.19K Hold
252
– – ﹤0.01% 421
2023
Q2 		$4.24K Buy
+252
New +$4.01K ﹤0.01% 424

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