Heritage Wealth Management (Arizona)’s Addus HomeCare ADUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $243K | Sell |
2,091
-238
| -10% | -$27.6K | 0.13% | 145 |
|
|
2024
Q1 | $241K | Sell |
2,329
-66
| -3% | -$6.82K | 0.12% | 149 |
|
|
2023
Q4 | $222K | Buy |
+2,395
| New | +$222K | 0.12% | 151 |
|
|
2022
Q4 | $408K | Buy |
4,102
+2,182
| +114% | +$217K | 0.06% | 250 |
|
|
2022
Q3 | $183K | Buy |
1,920
+1,004
| +110% | +$95.7K | 0.06% | 242 |
|
|
2022
Q2 | $76.3K | Buy |
+916
| New | +$76.3K | 0.03% | 364 |
|