LPL Financial’s Adamas Trust ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.1K | Buy |
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|
2025
Q1 | $67.4K | Sell |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $99.4K | Sell |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $95.8K | Buy |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $83K | Sell |
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|
2021
Q3 | $100K | Sell |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | $85K | Sell |
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|
2020
Q3 | $61K | Sell |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $62K | Buy |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $258K | Buy |
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|
2019
Q1 | $191K | Buy |
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|
2018
Q4 | $178K | Buy |
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|
2018
Q3 | $140K | Buy |
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|
2018
Q2 | $112K | Sell |
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|
2018
Q1 | $133K | Buy |
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|
2017
Q4 | $63K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $82K | Buy |
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|
2015
Q4 | $95K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $108K | Buy |
|