Pathway Financial Advisers’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
$1.3M Buy
17,784
+645
+4% +$47.1K 0.42% 76
2025
Q1
$1.32M Buy
17,139
+392
+2% +$30.3K 0.45% 74
2024
Q4
$1.18M Buy
16,747
+449
+3% +$31.6K 0.4% 79
2024
Q3
$1.23M Buy
16,298
+2,979
+22% +$224K 0.56% 56
2024
Q2
$824K Buy
13,319
+409
+3% +$25.3K 0.3% 101
2024
Q1
$737K Buy
12,910
+12,195
+1,706% +$697K 0.27% 106
2023
Q4
$45K Buy
+715
New +$45K 0.02% 231