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Heartwood Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History

Heartwood Wealth Advisors’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$299 – 214
2025
Q3 		$299 Buy
+5
New +$293 ﹤0.01% 619

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Heartwood Wealth Advisors's ADM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q4 2025, closing a stake of 5 shares — an estimated $299 sold.

Heartwood Wealth Advisors first reported a position in ADM in Q3 2025 and held it in 1 quarter. The position peaked at $299 in Q3 2025. 1,035 funds tracked by Wall St. Rank hold ADM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Archer Daniels Midland position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 5 Archer Daniels Midland shares in Q4 2025, an estimated $299.
  • Heartwood Wealth Advisors first reported a position in Archer Daniels Midland in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Archer Daniels Midland position peaked at $299 in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.