Integrated Wealth Concepts’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
$5.03M Sell
95,391
-609
-0.6% -$32.1K 0.05% 329
2025
Q1
$4.61M Buy
96,000
+8,443
+10% +$405K 0.05% 334
2024
Q4
$4.42M Buy
87,557
+16,712
+24% +$844K 0.05% 325
2024
Q3
$4.23M Buy
70,845
+50,544
+249% +$3.02M 0.05% 333
2024
Q2
$1.23M Buy
20,301
+3,539
+21% +$214K 0.02% 668
2024
Q1
$1.05M Sell
16,762
-17,482
-51% -$1.1M 0.02% 731
2023
Q4
$2.47M Buy
34,244
+490
+1% +$35.4K 0.04% 407
2023
Q3
$2.55M Buy
33,754
+7,247
+27% +$547K 0.04% 374
2023
Q2
$2M Buy
26,507
+1,953
+8% +$148K 0.03% 463
2023
Q1
$1.96M Buy
24,554
+21,771
+782% +$1.73M 0.04% 418
2022
Q4
$258K Sell
2,783
-806
-22% -$74.7K 0.01% 860
2022
Q3
$289K Sell
3,589
-41
-1% -$3.3K 0.01% 746
2022
Q2
$282K Sell
3,630
-263
-7% -$20.4K 0.01% 775
2022
Q1
$351K Buy
3,893
+32
+0.8% +$2.89K 0.01% 690
2021
Q4
$261K Buy
3,861
+339
+10% +$22.9K 0.01% 838
2021
Q3
$211K Buy
+3,522
New +$211K 0.01% 880
2021
Q1
Sell
-8,802
Closed -$444K 733
2020
Q4
$444K Sell
8,802
-925
-10% -$46.7K 0.02% 438
2020
Q3
$452K Buy
9,727
+8
+0.1% +$372 0.03% 364
2020
Q2
$388K Buy
+9,719
New +$388K 0.03% 345