Heritage Wealth Management (Ohio)’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	$528K	Sell	10,007 -575	-5%	-$30.3K	0.17%	130
2025 Q1	$508K	Sell	10,582 -1,010	-9%	-$48.5K	0.17%	130
2024 Q4	$586K	Sell	11,592 -3,215	-22%	-$162K	0.19%	119
2024 Q3	$885K	Sell	14,807 -1,060	-7%	-$63.3K	0.29%	88
2024 Q2	$974K	Buy	+15,867	New	+$974K	0.33%	79