Summit Place Financial Advisors’s Addus HomeCare ADUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
7,535
-965
| -11% | -$111K | 0.44% | 62 |
|
|
2025
Q1 | $841K | Sell |
8,500
-910
| -10% | -$90K | 0.47% | 64 |
|
|
2024
Q4 | $1.18M | Buy |
9,410
+80
| +0.9% | +$10K | 0.67% | 53 |
|
|
2024
Q3 | $1.24M | Sell |
9,330
-495
| -5% | -$65.9K | 0.69% | 52 |
|
|
2024
Q2 | $1.14M | Sell |
9,825
-165
| -2% | -$19.2K | 0.67% | 51 |
|
|
2024
Q1 | $1.03M | Sell |
9,990
-165
| -2% | -$17.1K | 0.6% | 55 |
|
|
2023
Q4 | $943K | Buy |
10,155
+650
| +7% | +$60.4K | 0.62% | 55 |
|
|
2023
Q3 | $810K | Sell |
9,505
-295
| -3% | -$25.1K | 0.58% | 57 |
|
|
2023
Q2 | $908K | Buy |
9,800
+3,825
| +64% | +$355K | 0.59% | 56 |
|
|
2023
Q1 | $638K | Buy |
+5,975
| New | +$638K | 0.45% | 63 |
|