Morton Brown Family Wealth’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.33K | Hold |
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|
2025
Q2 | $4.21K | Hold |
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|
2025
Q1 | $3.68K | Hold |
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|
2024
Q4 | $3.92K | Hold |
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|
2024
Q3 | $4.18K | Hold |
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|
2024
Q2 | $4.26K | Hold |
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|
2024
Q1 | $3.79K | Hold |
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|
2023
Q4 | $3.44K | Hold |
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|
2023
Q3 | $3.23K | Hold |
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|
2023
Q2 | $3.26K | Hold |
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|
2023
Q1 | $3.02K | Buy |
|