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EP Wealth Advisors’s Agree Realty ADC Stock Holding History

EP Wealth Advisors’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$348K Buy
4,758
+751
+19% +$54.9K ﹤0.01% 935
2025
Q1 		$309K Sell
4,007
-143
-3% -$11K ﹤0.01% 900
2024
Q4 		$292K Buy
4,150
+246
+6% +$17.3K ﹤0.01% 883
2024
Q3 		$294K Buy
+3,904
New +$294K ﹤0.01% 870