Mezzasalma Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
21,539
+412
+2% +$8.95K 0.14% 88
2025
Q1
$401K Buy
21,127
+401
+2% +$7.62K 0.14% 96
2024
Q4
$419K Buy
+20,726
New +$419K 0.14% 89