PWA
Phoenix Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $352K | Buy |
6,664
+41
| +0.6% | +$2.16K | 0.15% | 94 |
|
2025
Q1 | $318K | Sell |
6,623
-24
| -0.4% | -$1.15K | 0.14% | 95 |
|
2024
Q4 | $336K | Sell |
6,647
-130
| -2% | -$6.57K | 0.15% | 91 |
|
2024
Q3 | $405K | Buy |
6,777
+26
| +0.4% | +$1.55K | 0.19% | 84 |
|
2024
Q2 | $408K | Buy |
6,751
+47
| +0.7% | +$2.84K | 0.2% | 83 |
|
2024
Q1 | $421K | Sell |
6,704
-98
| -1% | -$6.16K | 0.26% | 73 |
|
2023
Q4 | $495K | Sell |
6,802
-142
| -2% | -$10.3K | 0.34% | 54 |
|
2023
Q3 | $524K | Buy |
6,944
+65
| +0.9% | +$4.9K | 0.31% | 47 |
|
2023
Q2 | $520K | Sell |
6,879
-50
| -0.7% | -$3.78K | 0.3% | 48 |
|
2023
Q1 | $552K | Buy |
6,929
+224
| +3% | +$17.8K | 0.34% | 43 |
|
2022
Q4 | $623K | Buy |
6,705
+589
| +10% | +$54.7K | 0.37% | 44 |
|
2022
Q3 | $492K | Buy |
6,116
+32
| +0.5% | +$2.57K | 0.49% | 45 |
|
2022
Q2 | $472K | Buy |
6,084
+356
| +6% | +$27.6K | 0.47% | 47 |
|
2022
Q1 | $532K | Buy |
5,728
+418
| +8% | +$38.8K | 0.55% | 44 |
|
2021
Q4 | $359K | Sell |
5,310
-1,155
| -18% | -$78.1K | 0.27% | 79 |
|
2021
Q3 | $388K | Buy |
6,465
+57
| +0.9% | +$3.42K | 0.29% | 72 |
|
2021
Q2 | $381K | Buy |
6,408
+539
| +9% | +$32K | 0.27% | 79 |
|
2021
Q1 | $338K | Buy |
5,869
+1,146
| +24% | +$66K | 0.26% | 77 |
|
2020
Q4 | $238K | Buy |
+4,723
| New | +$238K | 0.18% | 96 |
|