Nicola Wealth Management’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 | $1.48M | Buy |
20,296
+1,250
| +7% | +$91.3K | 0.14% | 84 |
|
|
2025
Q1 | $1.47M | Sell |
19,046
-2,300
| -11% | -$178K | 0.14% | 89 |
|
|
2024
Q4 | $2.16M | Sell |
21,346
-1,054
| -5% | -$107K | 0.2% | 82 |
|
|
2024
Q3 | $2.28M | Buy |
22,400
+1,400
| +7% | +$143K | 0.18% | 80 |
|
|
2024
Q2 | $1.78M | Buy |
21,000
+4,900
| +30% | +$415K | 0.16% | 91 |
|
|
2024
Q1 | $1.25M | Buy |
16,100
+900
| +6% | +$69.6K | 0.12% | 101 |
|
|
2023
Q4 | $1.27M | Sell |
15,200
-10,300
| -40% | -$858K | 0.13% | 101 |
|
|
2023
Q3 | $1.9M | Sell |
25,500
-400
| -2% | -$29.9K | 0.21% | 91 |
|
|
2023
Q2 | $1.69M | Buy |
25,900
+3,600
| +16% | +$235K | 0.17% | 90 |
|
|
2023
Q1 | $1.53M | Buy |
+22,300
| New | +$1.53M | 0.15% | 98 |
|