MWA
Martel Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
39,543
-53
| -0.1% | -$2.8K | 0.39% | 24 |
|
|
2025
Q1 | $1.9M | Hold |
39,596
| – | – | 0.38% | 25 |
|
|
2024
Q4 | $2M | Sell |
39,596
-47
| -0.1% | -$2.37K | 0.39% | 25 |
|
|
2024
Q3 | $2.35M | Hold |
39,643
| – | – | 0.48% | 21 |
|
|
2024
Q2 | $2.4M | Hold |
39,643
| – | – | 0.51% | 20 |
|
|
2024
Q1 | $2.49M | Hold |
39,643
| – | – | 0.54% | 20 |
|
|
2023
Q4 | $2.86M | Hold |
39,643
| – | – | 0.65% | 19 |
|
|
2023
Q3 | $2.99M | Sell |
39,643
-256
| -0.6% | -$19.3K | 0.74% | 19 |
|
|
2023
Q2 | $3.01M | Sell |
39,899
-15
| -0% | -$1.13K | 0.73% | 19 |
|
|
2023
Q1 | $3.18M | Hold |
39,914
| – | – | 0.81% | 18 |
|
|
2022
Q4 | $3.71M | Buy |
+39,914
| New | +$3.71M | 1% | 16 |
|