CWP
Concord Wealth Partners’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55K | Hold |
124
| – | – | ﹤0.01% | 600 |
|
|
2025
Q1 | $5.95K | Sell |
124
-252
| -67% | -$12.1K | ﹤0.01% | 563 |
|
|
2024
Q4 | $19K | Sell |
376
-48
| -11% | -$2.42K | ﹤0.01% | 463 |
|
|
2024
Q3 | $25.4K | Sell |
424
-17
| -4% | -$1.02K | ﹤0.01% | 440 |
|
|
2024
Q2 | $26.7K | Sell |
441
-286
| -39% | -$17.3K | ﹤0.01% | 387 |
|
|
2024
Q1 | $45.7K | Sell |
727
-5,850
| -89% | -$368K | 0.01% | 366 |
|
|
2023
Q4 | $475K | Buy |
6,577
+5,771
| +716% | +$417K | 0.1% | 132 |
|
|
2023
Q3 | $60.8K | Buy |
806
+44
| +6% | +$3.32K | 0.01% | 353 |
|
|
2023
Q2 | $57.6K | Buy |
762
+321
| +73% | +$24.3K | 0.01% | 345 |
|
|
2023
Q1 | $35.1K | Sell |
441
-380
| -46% | -$30.3K | 0.01% | 401 |
|
|
2022
Q4 | $76.3K | Sell |
821
-2,410
| -75% | -$224K | 0.02% | 292 |
|
|
2022
Q3 | $260K | Sell |
3,231
-508
| -14% | -$40.9K | 0.08% | 131 |
|
|
2022
Q2 | $290K | Sell |
3,739
-233
| -6% | -$18.1K | 0.08% | 132 |
|
|
2022
Q1 | $359K | Buy |
3,972
+233
| +6% | +$21.1K | 0.09% | 124 |
|
|
2021
Q4 | $253K | Buy |
3,739
+3,289
| +731% | +$223K | 0.06% | 154 |
|
|
2021
Q3 | $27K | Sell |
450
-2,440
| -84% | -$146K | 0.01% | 323 |
|
|
2021
Q2 | $175K | Buy |
2,890
+1,576
| +120% | +$95.4K | 0.05% | 153 |
|
|
2021
Q1 | $75K | Buy |
1,314
+1,230
| +1,464% | +$70.2K | 0.03% | 262 |
|
|
2020
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 428 |
|