PWAC
Private Wealth Advisors (California)’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
76,379
+298
| +0.4% | +$15.7K | 1.48% | 24 |
|
|
2025
Q1 | $3.65M | Buy |
76,081
+295
| +0.4% | +$14.2K | 1.32% | 24 |
|
|
2024
Q4 | $3.83M | Buy |
75,786
+268
| +0.4% | +$13.5K | 1.5% | 24 |
|
|
2024
Q3 | $4.49M | Buy |
75,518
+72
| +0.1% | +$4.29K | 1.72% | 22 |
|
|
2024
Q2 | $4.58M | Buy |
75,446
+228
| +0.3% | +$13.8K | 1.76% | 17 |
|
|
2024
Q1 | $4.72M | Buy |
75,218
+225
| +0.3% | +$14.1K | 1.92% | 18 |
|
|
2023
Q4 | $5.42M | Buy |
74,993
+168
| +0.2% | +$12.1K | 2.11% | 17 |
|
|
2023
Q3 | $5.64M | Hold |
74,825
| – | – | 2.39% | 13 |
|
|
2023
Q2 | $5.65M | Buy |
74,825
+47,213
| +171% | +$3.57M | 2.31% | 13 |
|
|
2023
Q1 | $2.2M | Sell |
27,612
-52,292
| -65% | -$4.17M | 0.93% | 31 |
|
|
2022
Q4 | $7.42M | Buy |
79,904
+118
| +0.1% | +$11K | 2.5% | 11 |
|
|
2022
Q3 | $6.42M | Buy |
79,786
+125
| +0.2% | +$10.1K | 2.99% | 10 |
|
|
2022
Q2 | $6.7M | Buy |
79,661
+121
| +0.2% | +$10.2K | 2.48% | 14 |
|
|
2022
Q1 | $7.18M | Buy |
79,540
+398
| +0.5% | +$35.9K | 2.29% | 14 |
|
|
2021
Q4 | $5.35M | Buy |
79,142
+452
| +0.6% | +$30.5K | 1.14% | 18 |
|
|
2021
Q3 | $5.07M | Buy |
78,690
+481
| +0.6% | +$31K | 1.21% | 20 |
|
|
2021
Q2 | $4.74M | Buy |
78,209
+420
| +0.5% | +$25.5K | 1.45% | 20 |
|
|
2021
Q1 | $4.43M | Buy |
77,789
+681
| +0.9% | +$38.8K | 1.5% | 19 |
|
|
2020
Q4 | $3.99M | Buy |
77,108
+561
| +0.7% | +$29K | 1.38% | 19 |
|
|
2020
Q3 | $3.56M | Buy |
+76,547
| New | +$3.56M | 1.84% | 16 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 52 |
|
|
2020
Q1 | – | Sell |
-75,997
| Closed | -$3.52M | – | 49 |
|
|
2019
Q4 | $3.52M | Sell |
75,997
-4,508
| -6% | -$209K | 2.03% | 16 |
|
|
2019
Q3 | $3.31M | Sell |
80,505
-5,152
| -6% | -$212K | 2.15% | 15 |
|
|
2019
Q2 | $3.69M | Hold |
85,657
| – | – | 2.52% | 12 |
|
|
2019
Q1 | $3.69M | Buy |
85,657
+690
| +0.8% | +$29.8K | 2.52% | 12 |
|
|
2018
Q4 | $3.48M | Buy |
+84,967
| New | +$3.48M | 2.81% | 10 |
|