Integrated Investment Consultants’s Agree Realty ADC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$435K	Buy	5,771 +192	+3%	+$14.6K	0.09%	143
2025 Q4	$402K	Sell	5,579 -136	-2%	-$9.94K	0.08%	163
2025 Q3	$406K	Buy	5,715 +548	+11%	+$39.7K	0.07%	177
2025 Q2	$378K	Sell	5,167 -134	-3%	-$10.1K	0.07%	183
2025 Q1	$409K	Hold	5,301	–	–	0.08%	188
2024 Q4	$373K	Sell	5,301 -175	-3%	-$13K	0.08%	201
2024 Q3	$413K	Sell	5,476 -120	-2%	-$8.49K	0.09%	177
2024 Q2	$320K	Hold	5,596	–	–	0.09%	188
2024 Q1	$320K	Buy	+5,596	New	+$328K	0.09%	188
2018 Q2	–	Sell	-1,953	Closed	-$94K	–	171
2018 Q1	$94K	Buy	+1,953	New	+$93.7K	0.04%	334
2017 Q3	$96K	Hold	1,953	–	–	0.04%	303
2017 Q2	$90K	Hold	1,953	–	–	0.04%	310
2017 Q1	$94K	Hold	1,953	–	–	0.04%	300
2016 Q4	$90K	Hold	1,953	–	–	0.04%	291
2016 Q3	$92K	Hold	1,953	–	–	0.05%	285
2016 Q2	$94K	Hold	1,953	–	–	0.05%	276
2016 Q1	$76K	Buy	+1,953	New	+$71K	0.04%	287