MSH Capital Advisors’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 | $255K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $210K | Buy |
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