Corient Private Wealth’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $246K | Sell |
|
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $443K | Buy |
|