Sheets Smith Wealth Management’s Addus HomeCare ADUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
10,005
+2,481
| +33% | +$234K | 0.1% | 200 |
|
|
2026
Q1 | $705K | Hold |
7,524
| – | – | 0.08% | 236 |
|
|
2025
Q4 | $808K | Hold |
7,524
| – | – | 0.09% | 207 |
|
|
2025
Q3 | $888K | Buy |
7,524
+111
| +1% | +$12.5K | 0.1% | 191 |
|
|
2025
Q2 | $854K | Buy |
7,413
+141
| +2% | +$15.2K | 0.1% | 193 |
|
|
2025
Q1 | $719K | Buy |
7,272
+267
| +4% | +$29.7K | 0.09% | 200 |
|
|
2024
Q4 | $878K | Buy |
7,005
+218
| +3% | +$27.6K | 0.11% | 173 |
|
|
2024
Q3 | $903K | Sell |
6,787
-70
| -1% | -$8.84K | 0.11% | 166 |
|
|
2024
Q2 | $796K | Hold |
6,857
| – | – | 0.1% | 174 |
|
|
2024
Q1 | $709K | Sell |
6,857
-350
| -5% | -$32.7K | 0.08% | 195 |
|
|
2023
Q4 | $669K | Buy |
7,207
+315
| +5% | +$27.4K | 0.1% | 175 |
|
|
2023
Q3 | $587K | Buy |
6,892
+168
| +2% | +$15K | 0.09% | 181 |
|
|
2023
Q2 | $623K | Buy |
6,724
+115
| +2% | +$11K | 0.09% | 186 |
|
|
2023
Q1 | $706K | Hold |
6,609
| – | – | 0.11% | 167 |
|
|
2022
Q4 | $658K | Hold |
6,609
| – | – | 0.1% | 169 |
|
|
2022
Q3 | $629K | Sell |
6,609
-130
| -2% | -$11.9K | 0.11% | 162 |
|
|
2022
Q2 | $561K | Hold |
6,739
| – | – | 0.09% | 170 |
|
|
2022
Q1 | $629K | Hold |
6,739
| – | – | 0.09% | 180 |
|
|
2021
Q4 | $630K | Buy |
6,739
+1,550
| +30% | +$139K | 0.08% | 206 |
|
|
2021
Q3 | $414K | Hold |
5,189
| – | – | 0.06% | 245 |
|
|
2021
Q2 | $453K | Hold |
5,189
| – | – | 0.06% | 234 |
|
|
2021
Q1 | $543K | Hold |
5,189
| – | – | 0.08% | 194 |
|
|
2020
Q4 | $608K | Sell |
5,189
-948
| -15% | -$97.8K | 0.09% | 178 |
|
|
2020
Q3 | $580K | Hold |
6,137
| – | – | 0.1% | 163 |
|
|
2020
Q2 | $568K | Sell |
6,137
-511
| -8% | -$44.2K | 0.11% | 147 |
|
|
2020
Q1 | $449K | Sell |
6,648
-5,194
| -44% | -$449K | 0.09% | 169 |
|
|
2019
Q4 | $1.15M | Buy |
11,842
+4,483
| +61% | +$395K | 0.22% | 108 |
|
|
2019
Q3 | $583K | Sell |
7,359
-1,719
| -19% | -$139K | 0.12% | 174 |
|
|
2019
Q2 | $680K | Hold |
9,078
| – | – | 0.14% | 161 |
|
|
2019
Q1 | $577K | Sell |
9,078
-56
| -0.6% | -$3.6K | 0.12% | 178 |
|
|
2018
Q4 | $620K | Sell |
9,134
-2,786
| -23% | -$190K | 0.17% | 140 |
|
|
2018
Q3 | $836K | Buy |
11,920
+142
| +1% | +$9.19K | 0.17% | 145 |
|
|
2018
Q2 | $674K | Buy |
11,778
+1,185
| +11% | +$64.7K | 0.16% | 156 |
|
|
2018
Q1 | $515K | Buy |
10,593
+140
| +1% | +$5.37K | 0.12% | 180 |
|
|
2017
Q4 | $364K | Hold |
10,453
| – | – | 0.09% | 236 |
|
|
2017
Q3 | $369K | Hold |
10,453
| – | – | 0.09% | 217 |
|
|
2017
Q2 | $389K | Hold |
10,453
| – | – | 0.1% | 195 |
|
|
2017
Q1 | $334K | Hold |
10,453
| – | – | 0.09% | 218 |
|
|
2016
Q4 | $366K | Buy |
10,453
+270
| +3% | +$8.32K | 0.1% | 206 |
|
|
2016
Q3 | $266K | Hold |
10,183
| – | – | 0.08% | 226 |
|
|
2016
Q2 | $177K | Hold |
10,183
| – | – | 0.05% | 245 |
|
|
2016
Q1 | $175K | Hold |
10,183
| – | – | 0.05% | 224 |
|
|
2015
Q4 | $237K | Hold |
10,183
| – | – | 0.07% | 203 |
|
|
2015
Q3 | $317K | Buy |
10,183
+320
| +3% | +$9.37K | 0.11% | 157 |
|
|
2015
Q2 | $275K | Buy |
9,863
+270
| +3% | +$7.4K | 0.08% | 198 |
|
|
2015
Q1 | $221K | Hold |
9,593
| – | – | 0.06% | 217 |
|
|
2014
Q4 | $233K | Buy |
+9,593
| New | +$202K | 0.06% | 217 |
|
|
2014
Q3 | – | Sell |
-9,368
| Closed | -$211K | – | 242 |
|
|
2014
Q2 | $211K | Buy |
+9,368
| New | +$210K | 0.06% | 240 |
|
|
2013
Q4 | – | Sell |
-18,406
| Closed | -$533K | – | 262 |
|
|
2013
Q3 | $533K | Buy |
+18,406
| New | +$413K | 0.17% | 161 |
|
Other funds holding ADUS
WA
CCG
NWAG
CCAL
GI
FMP
VCM