Founders Capital Management (Connecticut)’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
Q3
$264K Buy
2025
Q2
$252K Buy
2025
Q1
$216K Buy
2024
Q4
$225K Buy
2024
Q3
$220K Sell
2024
Q2
$225K Buy
2022
Q2
Sell
2022
Q1
$212K Buy
2021
Q4
$222K Buy
2021
Q3
$205K Buy