Heritage Family Offices’s Addus HomeCare ADUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Hold	2,417	–	–	0.12%	156
2025 Q1	$239K	Buy	2,417 +143	+6%	+$14.1K	0.12%	153
2024 Q4	$285K	Buy	2,274 +159	+8%	+$19.9K	0.14%	129
2024 Q3	$281K	Buy	2,115 +24	+1%	+$3.19K	0.15%	141
2024 Q2	$243K	Buy	+2,091	New	+$243K	0.13%	145