Northwestern Mutual 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 | $42.4K | Buy |
580
+356
| +159% | +$26K | ﹤0.01% | 2321 |
|
|
2025
Q1 | $17.3K | Sell |
224
-158
| -41% | -$12.2K | ﹤0.01% | 2568 |
|
|
2024
Q4 | $26.9K | Buy |
382
+175
| +85% | +$12.3K | ﹤0.01% | 2402 |
|
|
2024
Q3 | $15.6K | Buy |
207
+170
| +459% | +$12.8K | ﹤0.01% | 2547 |
|
|
2024
Q2 | $2.29K | Buy |
+37
| New | +$2.29K | ﹤0.01% | 3070 |
|
|
2023
Q4 | – | Sell |
-368
| Closed | -$20.3K | – | 3463 |
|
|
2023
Q3 | $20.3K | Buy |
368
+323
| +718% | +$17.8K | ﹤0.01% | 2312 |
|
|
2023
Q2 | $2.94K | Buy |
+45
| New | +$2.94K | ﹤0.01% | 2908 |
|
|
2023
Q1 | – | Sell |
-435
| Closed | -$30.9K | – | 3345 |
|
|
2022
Q4 | $30.9K | Buy |
435
+429
| +7,150% | +$30.4K | ﹤0.01% | 2085 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3085 |
|
|
2021
Q3 | – | Sell |
-248
| Closed | -$17K | – | 2988 |
|
|
2021
Q2 | $17K | Buy |
248
+48
| +24% | +$3.29K | ﹤0.01% | 2242 |
|
|
2021
Q1 | $13K | Sell |
200
-32
| -14% | -$2.08K | ﹤0.01% | 2202 |
|
|
2020
Q4 | $16K | Buy |
232
+194
| +511% | +$13.4K | ﹤0.01% | 2034 |
|
|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 2319 |
|
|
2020
Q2 | – | Sell |
-34
| Closed | -$2K | – | 2354 |
|
|
2020
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 2218 |
|
|
2019
Q2 | – | Sell |
-21
| Closed | -$1K | – | 2473 |
|
|
2019
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2388 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | – | – | 2174 |
|
|
2017
Q4 | $0 | Sell |
9
-7
| -44% | – | ﹤0.01% | 2294 |
|
|
2017
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2036 |
|
|
2017
Q2 | – | Sell |
-55
| Closed | -$3K | – | 2002 |
|
|
2017
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1775 |
|
|
2015
Q4 | – | Sell |
-133
| Closed | -$4K | – | 1556 |
|
|
2015
Q3 | $4K | Buy |
+133
| New | +$4K | ﹤0.01% | 1286 |
|
|
2014
Q3 | – | Sell |
-601
| Closed | -$18K | – | 1314 |
|
|
2014
Q2 | $18K | Buy |
+601
| New | +$18K | ﹤0.01% | 785 |
|