Prevail Innovative Wealth Advisors’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
Q2
$551K Buy
2025
Q1
Sell
2024
Q4
$2.54M Sell
2024
Q3
$6.35M Buy
2024
Q2
$4.72M Buy
2024
Q1
$3.82M Sell
2023
Q4
$5.53M Sell
2023
Q3
$5.5M Buy
2023
Q2
$4.47M Buy