NewEdge 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
Q2 | $774K | Sell |
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|
2025
Q1 | $691K | Buy |
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|
2024
Q4 | $704K | Buy |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $245K | Buy |
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