Diversified Trust’s Addus HomeCare ADUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
3,076
+4
| +0.1% | +$461 | 0.01% | 702 |
|
|
2025
Q1 | $304K | Hold |
3,072
| – | – | 0.01% | 727 |
|
|
2024
Q4 | $385K | Buy |
3,072
+372
| +14% | +$46.6K | 0.01% | 667 |
|
|
2024
Q3 | $359K | Buy |
2,700
+27
| +1% | +$3.59K | 0.01% | 690 |
|
|
2024
Q2 | $310K | Buy |
2,673
+230
| +9% | +$26.7K | 0.01% | 680 |
|
|
2024
Q1 | $252K | Buy |
2,443
+3
| +0.1% | +$310 | 0.01% | 697 |
|
|
2023
Q4 | $227K | Buy |
+2,440
| New | +$227K | 0.01% | 749 |
|
|
2023
Q3 | – | Sell |
-2,158
| Closed | -$200K | – | 832 |
|
|
2023
Q2 | $200K | Buy |
+2,158
| New | +$200K | 0.01% | 763 |
|