Sonoma Private Wealth’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,521
| Closed | -$471K | – | 88 |
|
2023
Q4 | $471K | Buy |
6,521
+45
| +0.7% | +$3.25K | 0.78% | 48 |
|
2023
Q3 | $488K | Sell |
6,476
-533
| -8% | -$40.2K | 0.89% | 46 |
|
2023
Q2 | $530K | Buy |
7,009
+455
| +7% | +$34.4K | 0.93% | 46 |
|
2023
Q1 | $522K | Buy |
6,554
+748
| +13% | +$59.6K | 1.04% | 36 |
|
2022
Q4 | $539K | Buy |
+5,806
| New | +$539K | 1.19% | 28 |
|