OWM
OneAscent Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,647
| Closed | -$263K | – | 172 |
|
|
2023
Q4 | $263K | Buy |
3,647
+32
| +0.9% | +$2.31K | 0.1% | 135 |
|
|
2023
Q3 | $273K | Buy |
+3,615
| New | +$273K | 0.12% | 118 |
|
|
2023
Q2 | – | Sell |
-3,120
| Closed | -$249K | – | 102 |
|
|
2023
Q1 | $249K | Sell |
3,120
-600
| -16% | -$47.9K | 0.1% | 150 |
|
|
2022
Q4 | $345K | Hold |
3,720
| – | – | 0.16% | 90 |
|
|
2022
Q3 | $299K | Buy |
+3,720
| New | +$299K | 0.16% | 88 |
|