Morton Brown Family Wealth’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 | $4.21K | Hold |
194
| – | – | ﹤0.01% | 246 |
|
|
2025
Q1 | $3.68K | Hold |
194
| – | – | ﹤0.01% | 253 |
|
|
2024
Q4 | $3.92K | Hold |
194
| – | – | ﹤0.01% | 210 |
|
|
2024
Q3 | $4.18K | Hold |
194
| – | – | ﹤0.01% | 203 |
|
|
2024
Q2 | $4.26K | Hold |
194
| – | – | ﹤0.01% | 176 |
|
|
2024
Q1 | $3.79K | Hold |
194
| – | – | ﹤0.01% | 180 |
|
|
2023
Q4 | $3.44K | Hold |
194
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $3.23K | Hold |
194
| – | – | ﹤0.01% | 154 |
|
|
2023
Q2 | $3.26K | Hold |
194
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $3.02K | Buy |
+194
| New | +$3.02K | ﹤0.01% | 172 |
|