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GeoWealth Management’s Agree Realty ADC Stock Holding History

GeoWealth Management’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$357K Buy
4,886
+2,239
+85% +$164K 0.01% 494
2025
Q1 		$204K Buy
2,647
+108
+4% +$8.34K 0.01% 655
2024
Q4 		$179K Buy
2,539
+2,210
+672% +$156K 0.01% 803
2024
Q3 		$24.8K Buy
+329
New +$24.8K ﹤0.01% 1241