EP Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
4,993
+3
| +0.1% | +$158 | ﹤0.01% | 1095 |
|
|
2025
Q1 | $240K | Sell |
4,990
-2,318
| -32% | -$111K | ﹤0.01% | 1038 |
|
|
2024
Q4 | $369K | Buy |
7,308
+1,101
| +18% | +$55.6K | ﹤0.01% | 787 |
|
|
2024
Q3 | $371K | Sell |
6,207
-4,042
| -39% | -$241K | ﹤0.01% | 785 |
|
|
2024
Q2 | $620K | Buy |
10,249
+1,683
| +20% | +$102K | 0.01% | 487 |
|
|
2024
Q1 | $538K | Buy |
8,566
+80
| +0.9% | +$5.03K | 0.01% | 499 |
|
|
2023
Q4 | $613K | Buy |
8,486
+2,139
| +34% | +$154K | 0.01% | 456 |
|
|
2023
Q3 | $479K | Buy |
6,347
+4,340
| +216% | +$327K | 0.01% | 469 |
|
|
2023
Q2 | $504K | Sell |
2,007
-5,546
| -73% | -$1.39M | 0.01% | 460 |
|
|
2023
Q1 | $602K | Sell |
7,553
-39,184
| -84% | -$3.12M | 0.01% | 385 |
|
|
2022
Q4 | $4.34M | Buy |
46,737
+11,320
| +32% | +$1.05M | 0.08% | 141 |
|
|
2022
Q3 | $2.85M | Buy |
+35,417
| New | +$2.85M | 0.06% | 161 |
|
|
2022
Q2 | – | Sell |
-3,783
| Closed | -$341K | – | 637 |
|
|
2022
Q1 | $341K | Sell |
3,783
-5
| -0.1% | -$451 | 0.01% | 465 |
|
|
2021
Q4 | $256K | Hold |
3,788
| – | – | 0.01% | 486 |
|
|
2021
Q3 | $227K | Buy |
3,788
+21
| +0.6% | +$1.26K | 0.01% | 488 |
|
|
2021
Q2 | $228K | Buy |
+3,767
| New | +$228K | 0.01% | 494 |
|
|
2018
Q4 | – | Sell |
-4,444
| Closed | -$223K | – | 261 |
|
|
2018
Q3 | $223K | Buy |
+4,444
| New | +$223K | 0.02% | 257 |
|