Dynamic Advisor Solutions’s Archer Daniels Midland ADM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,797
Closed -$346K 646
2024
Q3
$346K Sell
5,797
-1,152
-17% -$68.8K 0.01% 709
2024
Q2
$420K Sell
6,949
-1,031
-13% -$62.3K 0.01% 669
2024
Q1
$501K Sell
7,980
-3,092
-28% -$194K 0.02% 605
2023
Q4
$784K Sell
11,072
-491
-4% -$34.8K 0.03% 468
2023
Q3
$872K Sell
11,563
-1,600
-12% -$121K 0.04% 385
2023
Q2
$995K Buy
13,163
+1,021
+8% +$77.2K 0.05% 349
2023
Q1
$967K Buy
12,142
+1,451
+14% +$116K 0.06% 326
2022
Q4
$993K Buy
10,691
+2,884
+37% +$268K 0.07% 284
2022
Q3
$628K Buy
7,807
+433
+6% +$34.8K 0.05% 342
2022
Q2
$572K Sell
7,374
-288
-4% -$22.3K 0.04% 360
2022
Q1
$692K Buy
7,662
+7
+0.1% +$632 0.05% 355
2021
Q4
$517K Buy
7,655
+86
+1% +$5.81K 0.04% 414
2021
Q3
$454K Buy
7,569
+375
+5% +$22.5K 0.03% 473
2021
Q2
$436K Buy
7,194
+352
+5% +$21.3K 0.03% 463
2021
Q1
$390K Sell
6,842
-873
-11% -$49.8K 0.04% 437
2020
Q4
$389K Buy
7,715
+97
+1% +$4.89K 0.04% 430
2020
Q3
$354K Buy
7,618
+934
+14% +$43.4K 0.04% 383
2020
Q2
$267K Sell
6,684
-257
-4% -$10.3K 0.04% 406
2020
Q1
$244K Sell
6,941
-115
-2% -$4.04K 0.04% 365
2019
Q4
$327K Buy
7,056
+68
+1% +$3.15K 0.04% 394
2019
Q3
$287K Buy
6,988
+133
+2% +$5.46K 0.04% 386
2019
Q2
$280K Buy
6,855
+1,404
+26% +$57.3K 0.05% 371
2019
Q1
$235K Buy
5,451
+243
+5% +$10.5K 0.04% 345
2018
Q4
$228K Buy
+5,208
New +$228K 0.05% 333
2015
Q3
Sell
-7,388
Closed -$356K 175
2015
Q2
$356K Sell
7,388
-7,344
-50% -$354K 0.21% 113
2015
Q1
$698K Buy
14,732
+5,111
+53% +$242K 0.35% 82
2014
Q4
$500K Buy
9,621
+37
+0.4% +$1.92K 0.27% 110
2014
Q3
$490K Buy
9,584
+427
+5% +$21.8K 0.27% 112
2014
Q2
$404K Buy
9,157
+3,626
+66% +$160K 0.24% 124
2014
Q1
$240K Buy
5,531
+726
+15% +$31.5K 0.16% 169
2013
Q4
$209K Buy
+4,805
New +$209K 0.15% 179