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McDonald Partners’s Adams Diversified Equity Fund ADX Stock Holding History

McDonald Partners’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$363K Buy
16,729
+369
+2% +$8.01K 0.09% 195
2025
Q1 		$311K Buy
+16,360
New +$311K 0.08% 199