Concurrent Investment Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Concurrent Investment Advisors’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 Q2	$946K	Sell
2025 Q1	$1M	Sell
2024 Q4	$2.92M	Buy
2024 Q3	$686K	Buy
2024 Q2	$585K	Buy
2024 Q1	$471K	Buy
2023 Q4	$249K	Buy