Sage Capital 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
Q3 | $394K | Sell |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $548K | Buy |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $316K | Buy |
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