MWM
Moran Wealth Management’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
19,050
-250
| -1% | -$18.3K | 0.04% | 301 |
|
|
2025
Q1 | $1.49M | Sell |
19,300
-154
| -0.8% | -$11.9K | 0.05% | 283 |
|
|
2024
Q4 | $1.37M | Sell |
19,454
-159
| -0.8% | -$11.2K | 0.04% | 269 |
|
|
2024
Q3 | $1.48M | Buy |
19,613
+12
| +0.1% | +$904 | 0.05% | 279 |
|
|
2024
Q2 | $1.21M | Sell |
19,601
-782
| -4% | -$48.4K | 0.04% | 278 |
|
|
2024
Q1 | $1.16M | Buy |
20,383
+116
| +0.6% | +$6.63K | 0.04% | 286 |
|
|
2023
Q4 | $1.28M | Sell |
20,267
-586
| -3% | -$36.9K | 0.05% | 284 |
|
|
2023
Q3 | $1.15M | Buy |
20,853
+3,790
| +22% | +$209K | 0.04% | 252 |
|
|
2023
Q2 | $1.12M | Sell |
17,063
-8,734
| -34% | -$571K | 0.04% | 247 |
|
|
2023
Q1 | $1.77M | Buy |
25,797
+4,410
| +21% | +$303K | 0.07% | 229 |
|
|
2022
Q4 | $1.52M | Buy |
+21,387
| New | +$1.52M | 0.06% | 233 |
|