Laird Norton Wetherby 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
Q2 | $265K | Buy |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $177K | Hold |
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|
2022
Q3 | $178K | Hold |
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|
2022
Q2 | $187K | Hold |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | $187K | Buy |
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|
2020
Q2 | $171K | Buy |
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|
2020
Q1 | $144K | Buy |
|