Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75K | Hold |
90
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $4.32K | Sell |
90
-767
| -89% | -$36.8K | ﹤0.01% | 464 |
|
|
2024
Q4 | $43.3K | Sell |
857
-49
| -5% | -$2.48K | ﹤0.01% | 322 |
|
|
2024
Q3 | $54.1K | Buy |
906
+6
| +0.7% | +$358 | ﹤0.01% | 320 |
|
|
2024
Q2 | $54.4K | Sell |
900
-300
| -25% | -$18.1K | ﹤0.01% | 300 |
|
|
2024
Q1 | $75.4K | Sell |
1,200
-145
| -11% | -$9.11K | ﹤0.01% | 291 |
|
|
2023
Q4 | $97.1K | Buy |
1,345
+250
| +23% | +$18.1K | ﹤0.01% | 270 |
|
|
2023
Q3 | $82.6K | Hold |
1,095
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $82.7K | Sell |
1,095
-800
| -42% | -$60.4K | ﹤0.01% | 272 |
|
|
2023
Q1 | $151K | Hold |
1,895
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $176K | Hold |
1,895
| – | – | 0.01% | 223 |
|
|
2022
Q3 | $152K | Hold |
1,895
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $147K | Buy |
+1,895
| New | +$147K | 0.01% | 230 |
|
|
2016
Q3 | – | Sell |
-5,625
| Closed | -$242K | – | 86 |
|
|
2016
Q2 | $242K | Hold |
5,625
| – | – | 0.16% | 82 |
|
|
2016
Q1 | $204K | Hold |
5,625
| – | – | 0.16% | 81 |
|
|
2015
Q4 | $206K | Sell |
5,625
-390
| -6% | -$14.3K | 0.17% | 77 |
|
|
2015
Q3 | $247K | Sell |
6,015
-135
| -2% | -$5.54K | 0.21% | 64 |
|
|
2015
Q2 | $295K | Hold |
6,150
| – | – | 0.24% | 68 |
|
|
2015
Q1 | $291K | Buy |
6,150
+525
| +9% | +$24.8K | 0.24% | 71 |
|
|
2014
Q4 | $293K | Buy |
+5,625
| New | +$293K | 0.26% | 70 |
|