Heron Financial Group’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $582K | Buy |
7,700
+50
| +0.7% | +$3.78K | 0.31% | 70 |
|
|
2023
Q1 | $609K | Buy |
7,650
+420
| +6% | +$33.5K | 0.34% | 68 |
|
|
2022
Q4 | $609K | Sell |
7,230
-203
| -3% | -$17.1K | 0.41% | 55 |
|
|
2022
Q3 | $598K | Buy |
7,433
+40
| +0.5% | +$3.22K | 0.37% | 58 |
|
|
2022
Q2 | $574K | Buy |
7,393
+85
| +1% | +$6.6K | 0.35% | 65 |
|
|
2022
Q1 | $660K | Sell |
7,308
-23
| -0.3% | -$2.08K | 0.34% | 63 |
|
|
2021
Q4 | $554K | Sell |
7,331
-52
| -0.7% | -$3.93K | 0.3% | 77 |
|
|
2021
Q3 | $443K | Buy |
7,383
+170
| +2% | +$10.2K | 0.25% | 84 |
|
|
2021
Q2 | $437K | Buy |
7,213
+205
| +3% | +$12.4K | 0.25% | 88 |
|
|
2021
Q1 | $404K | Buy |
7,008
+285
| +4% | +$16.4K | 0.25% | 87 |
|
|
2020
Q4 | $352K | Buy |
6,723
+170
| +3% | +$8.9K | 0.24% | 90 |
|
|
2020
Q3 | $313K | Buy |
6,553
+1,285
| +24% | +$61.4K | 0.25% | 89 |
|
|
2020
Q2 | $207K | Buy |
+5,268
| New | +$207K | 0.19% | 114 |
|
|
2020
Q1 | – | Sell |
-4,390
| Closed | -$202K | – | 111 |
|
|
2019
Q4 | $202K | Buy |
+4,390
| New | +$202K | 0.17% | 128 |
|