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Kathleen S. Wright Associates’s Adams Diversified Equity Fund ADX Stock Holding History

Kathleen S. Wright Associates’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.4K Hold
665
– – 0.01% 205
2025
Q1 		$12.6K Hold
665
– – 0.01% 214
2024
Q4 		$13.4K Hold
665
– – 0.01% 213
2024
Q3 		$14.3K Hold
665
– – 0.01% 233
2024
Q2 		$14.3K Hold
665
– – 0.01% 184
2024
Q1 		$13K Buy
+665
New +$13K 0.01% 177