Koshinski Asset 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
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.21B | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $861K | Buy |
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|
2023
Q2 | $853K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $833K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $38.3K | Hold |
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|
2021
Q4 | $40.3K | Hold |
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|
2021
Q3 | $41.1K | Buy |
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