MWM
MinichMacGregor Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42
| Closed | -$3.9K | – | 105 |
|
|
2022
Q4 | $3.9K | Buy |
+42
| New | +$3.9K | ﹤0.01% | 509 |
|
|
2020
Q2 | – | Sell |
-32,451
| Closed | -$1.15M | – | 61 |
|
|
2020
Q1 | $1.15M | Buy |
+32,451
| New | +$1.15M | 1.03% | 24 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$1K | – | 95 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 522 |
|
|
2018
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 503 |
|
|
2016
Q1 | – | Sell |
-57
| Closed | -$3K | – | 426 |
|
|
2015
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 306 |
|