EP Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $369K | Buy |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $4.34M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Buy |
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