Lido Advisors’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 | $1.08M | Buy |
|
|||||
|
2025
Q2 | $1.05M | Buy |
|
|||||
|
2025
Q1 | $899K | Buy |
|
|||||
|
2024
Q4 | $947K | Buy |
|
|||||
|
2024
Q3 | $954K | Sell |
|
|||||
|
2024
Q2 | $1.18M | Buy |
|
|||||
|
2024
Q1 | $972K | Buy |
|
|||||
|
2023
Q4 | $881K | Buy |
|
|||||
|
2023
Q3 | $509K | Buy |
|
|||||
|
2023
Q2 | $513K | Buy |
|
|||||
|
2023
Q1 | $157K | Buy |
|