Concorde Asset Management’s Adams Diversified Equity Fund ADX Stock Holding History

Concorde Asset 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
2025 Q1	$436K	Buy
2024 Q4	$293K	Buy
2024 Q3	$287K	Buy
2024 Q2	$261K	Sell
2024 Q1	$253K	Buy