Consolidated Portfolio Review Corp’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.3M Buy
152,212
+2,759
+2% +$59.9K 0.46% 53
2025
Q1
$2.84M Buy
149,453
+39,292
+36% +$746K 0.45% 57
2024
Q4
$2.23M Buy
+110,161
New +$2.23M 0.35% 79