Mosaic Family Wealth’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,981
| Closed | -$299K | – | 178 |
|
|
2021
Q3 | $299K | Buy |
+4,981
| New | +$299K | 0.08% | 131 |
|
|
2019
Q2 | – | Sell |
-2,654
| Closed | -$114K | – | 173 |
|
|
2019
Q1 | $114K | Hold |
2,654
| – | – | 0.05% | 214 |
|
|
2018
Q4 | $109K | Hold |
2,654
| – | – | 0.05% | 212 |
|
|
2018
Q3 | $127K | Hold |
2,654
| – | – | 0.05% | 194 |
|
|
2018
Q2 | $122K | Hold |
2,654
| – | – | 0.05% | 200 |
|
|
2018
Q1 | $115K | Hold |
2,654
| – | – | 0.04% | 209 |
|
|
2017
Q4 | $106K | Hold |
2,654
| – | – | 0.04% | 229 |
|
|
2017
Q3 | $113K | Hold |
2,654
| – | – | 0.04% | 244 |
|
|
2017
Q2 | $110K | Sell |
2,654
-187
| -7% | -$7.75K | 0.05% | 238 |
|
|
2017
Q1 | $131K | Hold |
2,841
| – | – | 0.06% | 230 |
|
|
2016
Q4 | $130K | Hold |
2,841
| – | – | 0.06% | 228 |
|
|
2016
Q3 | $120K | Buy |
2,841
+187
| +7% | +$7.9K | 0.06% | 235 |
|
|
2016
Q2 | $114K | Sell |
2,654
-80
| -3% | -$3.44K | 0.06% | 230 |
|
|
2016
Q1 | $99K | Hold |
2,734
| – | – | 0.05% | 236 |
|
|
2015
Q4 | $100K | Buy |
+2,734
| New | +$100K | 0.04% | 224 |
|