Financial Counselors Inc’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $825K | Sell |
|
|||||
|
2024
Q4 | $1.04M | Buy |
|
|||||
|
2024
Q3 | $1.01M | Buy |
|
|||||
|
2024
Q2 | $989K | Hold |
|
|||||
|
2024
Q1 | $898K | Hold |
|
|||||
|
2023
Q4 | $815K | Hold |
|
|||||
|
2023
Q3 | $766K | Sell |
|
|||||
|
2023
Q2 | $794K | Hold |
|
|||||
|
2023
Q1 | $735K | Sell |
|
|||||
|
2022
Q4 | $759K | Buy |
|