Perigon Wealth Management’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+4,378
| New | +$231K | 0.01% | 944 |
|
|
2025
Q1 | – | Sell |
-4,592
| Closed | -$234K | – | 1026 |
|
|
2024
Q4 | $234K | Sell |
4,592
-2,520
| -35% | -$129K | 0.01% | 903 |
|
|
2024
Q3 | $425K | Sell |
7,112
-1,357
| -16% | -$81.1K | 0.01% | 665 |
|
|
2024
Q2 | $512K | Sell |
8,469
-3,049
| -26% | -$184K | 0.01% | 528 |
|
|
2024
Q1 | $723K | Buy |
11,518
+6,433
| +127% | +$404K | 0.02% | 446 |
|
|
2023
Q4 | $367K | Buy |
5,085
+184
| +4% | +$13.3K | 0.01% | 595 |
|
|
2023
Q3 | $370K | Buy |
4,901
+897
| +22% | +$67.6K | 0.02% | 520 |
|
|
2023
Q2 | $303K | Buy |
4,004
+514
| +15% | +$38.8K | 0.01% | 607 |
|
|
2023
Q1 | $278K | Buy |
3,490
+1,293
| +59% | +$103K | 0.02% | 563 |
|
|
2022
Q4 | $204K | Buy |
+2,197
| New | +$204K | 0.01% | 653 |
|
|
2021
Q1 | – | Sell |
-892
| Closed | -$45K | – | 491 |
|
|
2020
Q4 | $45K | Buy |
+892
| New | +$45K | 0.01% | 764 |
|
|
2018
Q2 | – | Sell |
-270
| Closed | -$12K | – | 234 |
|
|
2018
Q1 | $12K | Hold |
270
| – | – | ﹤0.01% | 491 |
|
|
2017
Q4 | $11K | Buy |
270
+145
| +116% | +$5.91K | ﹤0.01% | 483 |
|
|
2017
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 549 |
|
|
2017
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 527 |
|
|
2017
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 560 |
|
|
2016
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 617 |
|
|
2016
Q3 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 551 |
|