Kestra Private Wealth Services’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$512K Sell
2025
Q2
$547K Buy
2025
Q1
$467K Sell
2024
Q4
$821K Buy
2024
Q3
$803K Sell
2024
Q2
$822K Buy