Kingswood Wealth Advisors’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
$524K Sell
9,932
-3,687
-27% -$195K 0.04% 396
2025
Q1
$654K Buy
13,619
+738
+6% +$35.5K 0.06% 333
2024
Q4
$651K Sell
12,881
-8,833
-41% -$446K 0.05% 366
2024
Q3
$1.3M Buy
21,714
+613
+3% +$36.6K 0.09% 244
2024
Q2
$1.28M Buy
21,101
+4,746
+29% +$287K 0.11% 190
2024
Q1
$1.03M Buy
16,355
+4,732
+41% +$297K 0.12% 200
2023
Q4
$839K Buy
11,623
+1,083
+10% +$78.2K 0.1% 231
2023
Q3
$795K Buy
10,540
+291
+3% +$21.9K 0.14% 176
2023
Q2
$774K Buy
+10,249
New +$774K 0.25% 99