JWM
Jeppson Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
6,511
-180
| -3% | -$9.5K | 0.12% | 149 |
|
|
2025
Q1 | $321K | Buy |
6,691
+1,446
| +28% | +$69.4K | 0.12% | 150 |
|
|
2024
Q4 | $265K | Sell |
5,245
-145
| -3% | -$7.33K | 0.1% | 164 |
|
|
2024
Q3 | $322K | Hold |
5,390
| – | – | 0.12% | 153 |
|
|
2024
Q2 | $326K | Sell |
5,390
-45
| -0.8% | -$2.72K | 0.12% | 151 |
|
|
2024
Q1 | $341K | Buy |
5,435
+697
| +15% | +$43.8K | 0.13% | 152 |
|
|
2023
Q4 | $342K | Buy |
4,738
+151
| +3% | +$10.9K | 0.14% | 147 |
|
|
2023
Q3 | $346K | Buy |
4,587
+10
| +0.2% | +$754 | 0.16% | 131 |
|
|
2023
Q2 | $346K | Sell |
4,577
-406
| -8% | -$30.7K | 0.15% | 139 |
|
|
2023
Q1 | $397K | Sell |
4,983
-65
| -1% | -$5.18K | 0.17% | 122 |
|
|
2022
Q4 | $469K | Sell |
5,048
-44
| -0.9% | -$4.09K | 0.2% | 114 |
|
|
2022
Q3 | $410K | Sell |
5,092
-245
| -5% | -$19.7K | 0.19% | 112 |
|
|
2022
Q2 | $414K | Buy |
5,337
+905
| +20% | +$70.2K | 0.18% | 109 |
|
|
2022
Q1 | $400K | Sell |
4,432
-258
| -6% | -$23.3K | 0.19% | 109 |
|
|
2021
Q4 | $317K | Sell |
4,690
-350
| -7% | -$23.7K | 0.15% | 118 |
|
|
2021
Q3 | $302K | Buy |
5,040
+350
| +7% | +$21K | 0.16% | 112 |
|
|
2021
Q2 | $284K | Sell |
4,690
-25
| -0.5% | -$1.51K | 0.15% | 118 |
|
|
2021
Q1 | $268K | Hold |
4,715
| – | – | 0.16% | 117 |
|
|
2020
Q4 | $238K | Hold |
4,715
| – | – | 0.16% | 120 |
|
|
2020
Q3 | $219K | Buy |
+4,715
| New | +$219K | 0.17% | 106 |
|