Potrero Capital Research’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$9.61M Hold
2025
Q1
$8.41M Hold
2024
Q4
$8.94M Hold
2024
Q3
$9.55M Sell
2024
Q2
$13.5M Hold
2024
Q1
$12.3M Sell
2023
Q4
$15.1M Buy