Plante Moran Financial Advisors’s Agree Realty ADC Stock Holding History

Plante Moran Financial Advisors’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.54K	Hold	100	–	–	﹤0.01%	536
2025 Q4	$7.2K	Hold	100	–	–	﹤0.01%	605
2025 Q3	$7.1K	Hold	100	–	–	﹤0.01%	578
2025 Q2	$7.31K	Hold	100	–	–	﹤0.01%	603
2025 Q1	$7.72K	Hold	100	–	–	﹤0.01%	604
2024 Q4	$7.04K	Hold	100	–	–	﹤0.01%	638
2024 Q3	$7.53K	Hold	100	–	–	﹤0.01%	635
2024 Q2	$6.19K	Hold	100	–	–	﹤0.01%	631
2024 Q1	$5.71K	Hold	100	–	–	﹤0.01%	679
2023 Q4	$6.29K	Hold	100	–	–	﹤0.01%	625
2023 Q3	$5.52K	Hold	100	–	–	﹤0.01%	594
2023 Q2	$6.54K	Hold	100	–	–	﹤0.01%	606
2023 Q1	$6.86K	Hold	100	–	–	﹤0.01%	615
2022 Q4	$7.09K	Hold	100	–	–	﹤0.01%	625
2022 Q3	$7K	Sell	100 -13	-12%	-$977	﹤0.01%	634
2022 Q2	$8K	Buy	113 +13	+13%	+$902	﹤0.01%	635
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	633
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	745
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	734
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	719
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	698
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	661
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	660
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	548
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	544
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	580
2019 Q3	$7K	Hold	100	–	–	﹤0.01%	639
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	612
2019 Q1	$7K	Sell	100 -20	-17%	-$1.29K	﹤0.01%	586
2018 Q4	$7K	Hold	120	–	–	﹤0.01%	543
2018 Q3	$6K	Hold	120	–	–	﹤0.01%	561
2018 Q2	$6K	Hold	120	–	–	﹤0.01%	599
2018 Q1	$6K	Buy	+120	New	+$5.76K	﹤0.01%	683
2017 Q2	–	Sell	-252	Closed	-$12K	–	825
2017 Q1	$12K	Buy	+252	New	+$11.9K	0.01%	544
2016 Q2	–	Sell	-540	Closed	-$21K	–	898
2016 Q1	$21K	Sell	540 -95	-15%	-$3.45K	0.02%	376
2015 Q4	$22K	Buy	635 +95	+18%	+$3.09K	0.02%	425
2015 Q3	$16K	Hold	540	–	–	0.01%	409
2015 Q2	$16K	Hold	540	–	–	0.01%	448
2015 Q1	$18K	Hold	540	–	–	0.01%	416
2014 Q4	$17K	Hold	540	–	–	0.01%	425
2014 Q3	$15K	Hold	540	–	–	0.01%	450
2014 Q2	$16K	Sell	540 -7,000	-93%	-$211K	0.01%	416
2014 Q1	$229K	Hold	7,540	–	–	0.25%	69
2013 Q4	$219K	Buy	7,540 +1,000	+15%	+$30.1K	0.12%	83
2013 Q3	$197K	Buy	6,540 +6,000	+1,111%	+$176K	0.12%	72
2013 Q2	$16K	Buy	+540	New	+$16.7K	0.01%	271