MPS Loria Financial Planners’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,102
| Closed | -$842K | – | 81 |
|
|
2024
Q3 | $842K | Hold |
14,102
| – | – | 0.25% | 31 |
|
|
2024
Q2 | $852K | Hold |
14,102
| – | – | 0.27% | 31 |
|
|
2024
Q1 | $886K | Hold |
14,102
| – | – | 0.3% | 30 |
|
|
2023
Q4 | $1.02M | Hold |
14,102
| – | – | 0.36% | 26 |
|
|
2023
Q3 | $1.06M | Hold |
14,102
| – | – | 0.42% | 23 |
|
|
2023
Q2 | $1.07M | Hold |
14,102
| – | – | 0.4% | 23 |
|
|
2023
Q1 | $1.12M | Buy |
14,102
+36
| +0.3% | +$2.87K | 0.45% | 21 |
|
|
2022
Q4 | $1.31M | Sell |
14,066
-36
| -0.3% | -$3.34K | 0.58% | 18 |
|
|
2022
Q3 | $1.14M | Buy |
14,102
+36
| +0.3% | +$2.9K | 0.44% | 20 |
|
|
2022
Q2 | $1.09M | Hold |
14,066
| – | – | 0.49% | 20 |
|
|
2022
Q1 | $1.27M | Sell |
14,066
-14,730
| -51% | -$1.33M | 0.53% | 18 |
|
|
2021
Q4 | $1.95M | Buy |
+28,796
| New | +$1.95M | 0.79% | 12 |
|
|
2021
Q2 | – | Sell |
-353
| Closed | -$20K | – | 90 |
|
|
2021
Q1 | $20K | Hold |
353
| – | – | 0.01% | 236 |
|
|
2020
Q4 | $18K | Buy |
353
+53
| +18% | +$2.7K | 0.01% | 242 |
|
|
2020
Q3 | $14K | Hold |
300
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $12K | Buy |
+300
| New | +$12K | 0.01% | 233 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$13K | – | 76 |
|
|
2017
Q2 | $13K | Buy |
+300
| New | +$13K | 0.01% | 271 |
|