NewEdge Wealth’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
3,476
+215
| +7% | +$15.9K | ﹤0.01% | 872 |
|
|
2025
Q1 | $252K | Sell |
3,261
-149
| -4% | -$11.5K | ﹤0.01% | 811 |
|
|
2024
Q4 | $240K | Sell |
3,410
-7
| -0.2% | -$493 | ﹤0.01% | 831 |
|
|
2024
Q3 | $257K | Buy |
3,417
+12
| +0.4% | +$904 | ﹤0.01% | 767 |
|
|
2024
Q2 | $211K | Sell |
3,405
-115
| -3% | -$7.12K | ﹤0.01% | 720 |
|
|
2024
Q1 | $204K | Sell |
3,520
-48
| -1% | -$2.78K | ﹤0.01% | 767 |
|
|
2023
Q4 | $225K | Buy |
+3,568
| New | +$225K | 0.01% | 683 |
|
|
2023
Q3 | – | Sell |
-3,366
| Closed | -$220K | – | 648 |
|
|
2023
Q2 | $220K | Sell |
3,366
-16
| -0.5% | -$1.05K | 0.01% | 591 |
|
|
2023
Q1 | $232K | Buy |
3,382
+58
| +2% | +$3.98K | 0.01% | 555 |
|
|
2022
Q4 | $236K | Buy |
3,324
+1
| +0% | +$71 | 0.01% | 489 |
|
|
2022
Q3 | $225K | Buy |
+3,323
| New | +$225K | 0.01% | 475 |
|