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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-90	Closed	-$5.17K	–	679
2025 Q4	$5.17K	Hold	90	–	–	﹤0.01%	491
2025 Q3	$5.38K	Hold	90	–	–	﹤0.01%	470
2025 Q2	$4.75K	Hold	90	–	–	﹤0.01%	465
2025 Q1	$4.32K	Sell	90 -767	-89%	-$37.1K	﹤0.01%	464
2024 Q4	$43.3K	Sell	857 -49	-5%	-$2.65K	﹤0.01%	322
2024 Q3	$54.1K	Buy	906 +6	+0.7%	+$366	﹤0.01%	320
2024 Q2	$54.4K	Sell	900 -300	-25%	-$18.4K	﹤0.01%	300
2024 Q1	$75.4K	Sell	1,200 -145	-11%	-$8.51K	﹤0.01%	291
2023 Q4	$97.1K	Buy	1,345 +250	+23%	+$18.3K	﹤0.01%	270
2023 Q3	$82.6K	Hold	1,095	–	–	﹤0.01%	265
2023 Q2	$82.7K	Sell	1,095 -800	-42%	-$60.6K	﹤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	+$166K	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%	-$15.6K	0.17%	77
2015 Q3	$247K	Sell	6,015 -135	-2%	-$6.17K	0.21%	64
2015 Q2	$295K	Hold	6,150	–	–	0.24%	68
2015 Q1	$291K	Buy	6,150 +525	+9%	+$25K	0.24%	71
2014 Q4	$293K	Buy	+5,625	New	+$280K	0.26%	70