Summit Trail Advisors’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
Q4 | – | Sell |
-5,047
| Closed | -$302K | – | 398 |
|
2024
Q3 | $302K | Buy |
5,047
+893
| +21% | +$53.4K | 0.01% | 544 |
|
2024
Q2 | $251K | Buy |
+4,154
| New | +$251K | 0.01% | 531 |
|
2024
Q1 | – | Sell |
-2,906
| Closed | -$210K | – | 615 |
|
2023
Q4 | $210K | Sell |
2,906
-454
| -14% | -$32.8K | 0.01% | 484 |
|
2023
Q3 | $253K | Buy |
3,360
+504
| +18% | +$38K | 0.01% | 421 |
|
2023
Q2 | $216K | Buy |
+2,856
| New | +$216K | 0.01% | 468 |
|
2018
Q4 | – | Sell |
-2,530
| Closed | -$127K | – | 108 |
|
2018
Q3 | $127K | Buy |
+2,530
| New | +$127K | 0.03% | 241 |
|
2018
Q1 | – | Sell |
-1,743
| Closed | -$74K | – | 433 |
|
2017
Q4 | $74K | Buy |
+1,743
| New | +$74K | 0.01% | 712 |
|