Kingsview Wealth Management’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
Sell
2025
Q2
$247K Sell
2025
Q1
$228K Buy
2024
Q4
$238K Buy
2024
Q3
$238K Buy