Larson Financial Group’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114 | Buy |
17
+1
| +6% | +$7 | ﹤0.01% | 3118 |
|
|
2025
Q1 | $104 | Hold |
16
| – | – | ﹤0.01% | 2885 |
|
|
2024
Q4 | $97 | Hold |
16
| – | – | ﹤0.01% | 2594 |
|
|
2024
Q3 | $101 | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2024
Q2 | $93 | Buy |
+16
| New | +$93 | ﹤0.01% | 2255 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$1K | – | 800 |
|
|
2020
Q2 | $1K | Buy |
+125
| New | +$1K | ﹤0.01% | 630 |
|