FRG Family Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,256
| Closed | -$191K | – | 142 |
|
|
2024
Q1 | $191K | Hold |
3,256
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $235K | Hold |
3,256
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $246K | Sell |
3,256
-17
| -0.5% | -$1.28K | 0.06% | 130 |
|
|
2023
Q2 | $247K | Hold |
3,273
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $261K | Hold |
3,273
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $304K | Hold |
3,273
| – | – | 0.07% | 122 |
|
|
2022
Q3 | $263K | Hold |
3,273
| – | – | 0.06% | 124 |
|
|
2022
Q2 | $254K | Hold |
3,273
| – | – | 0.06% | 126 |
|
|
2022
Q1 | $295K | Hold |
3,273
| – | – | 0.06% | 127 |
|
|
2021
Q4 | $221K | Buy |
+3,273
| New | +$221K | 0.04% | 139 |
|
|
2019
Q3 | – | Sell |
-8,191
| Closed | -$334K | – | 122 |
|
|
2019
Q2 | $334K | Sell |
8,191
-1,350
| -14% | -$55K | 0.09% | 106 |
|
|
2019
Q1 | $412K | Sell |
9,541
-270
| -3% | -$11.7K | 0.12% | 96 |
|
|
2018
Q4 | $402K | Sell |
9,811
-3,084
| -24% | -$126K | 0.13% | 98 |
|
|
2018
Q3 | $648K | Sell |
12,895
-2,020
| -14% | -$102K | 0.18% | 94 |
|
|
2018
Q2 | $684K | Sell |
14,915
-980
| -6% | -$44.9K | 0.2% | 92 |
|
|
2018
Q1 | $689K | Sell |
15,895
-401
| -2% | -$17.4K | 0.23% | 94 |
|
|
2017
Q4 | $653K | Sell |
16,296
-213
| -1% | -$8.54K | 0.21% | 96 |
|
|
2017
Q3 | $702K | Sell |
16,509
-780
| -5% | -$33.2K | 0.24% | 92 |
|
|
2017
Q2 | $715K | Sell |
17,289
-810
| -4% | -$33.5K | 0.26% | 90 |
|
|
2017
Q1 | $835K | Buy |
18,099
+987
| +6% | +$45.5K | 0.33% | 83 |
|
|
2016
Q4 | $781K | Buy |
17,112
+1,730
| +11% | +$79K | 0.33% | 82 |
|
|
2016
Q3 | $649K | Sell |
15,382
-325
| -2% | -$13.7K | 0.29% | 85 |
|
|
2016
Q2 | $674K | Buy |
15,707
+342
| +2% | +$14.7K | 0.3% | 86 |
|
|
2016
Q1 | $563K | Sell |
15,365
-23
| -0.1% | -$843 | 0.27% | 87 |
|
|
2015
Q4 | $564K | Buy |
+15,388
| New | +$564K | 0.27% | 88 |
|