TWA
TCI Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-573
| Closed | -$45.6K | – | 233 |
|
|
2023
Q1 | $45.6K | Sell |
573
-3
| -0.5% | -$239 | 0.01% | 455 |
|
|
2022
Q4 | $53.5K | Sell |
576
-501
| -47% | -$46.5K | 0.01% | 394 |
|
|
2022
Q3 | $87K | Buy |
1,077
+325
| +43% | +$26.3K | 0.01% | 264 |
|
|
2022
Q2 | $58K | Hold |
752
| – | – | 0.01% | 332 |
|
|
2022
Q1 | $67K | Hold |
752
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $51K | Buy |
752
+113
| +18% | +$7.66K | 0.01% | 408 |
|
|
2021
Q3 | $38K | Buy |
639
+75
| +13% | +$4.46K | 0.01% | 473 |
|
|
2021
Q2 | $34K | Buy |
564
+48
| +9% | +$2.89K | 0.01% | 460 |
|
|
2021
Q1 | $29K | Buy |
516
+200
| +63% | +$11.2K | 0.01% | 467 |
|
|
2020
Q4 | $16K | Sell |
316
-869
| -73% | -$44K | 0.01% | 513 |
|
|
2020
Q3 | $55K | Hold |
1,185
| – | – | 0.02% | 278 |
|
|
2020
Q2 | $47K | Hold |
1,185
| – | – | 0.02% | 300 |
|
|
2020
Q1 | $42K | Sell |
1,185
-235
| -17% | -$8.33K | 0.02% | 327 |
|
|
2019
Q4 | $66K | Hold |
1,420
| – | – | 0.03% | 321 |
|
|
2019
Q3 | $58K | Hold |
1,420
| – | – | 0.03% | 294 |
|
|
2019
Q2 | $58K | Sell |
1,420
-394
| -22% | -$16.1K | 0.03% | 278 |
|
|
2019
Q1 | $78K | Sell |
1,814
-7
| -0.4% | -$301 | 0.03% | 265 |
|
|
2018
Q4 | $75K | Buy |
1,821
+7
| +0.4% | +$288 | 0.04% | 254 |
|
|
2018
Q3 | $91K | Hold |
1,814
| – | – | 0.04% | 244 |
|
|
2018
Q2 | $83K | Hold |
1,814
| – | – | 0.04% | 249 |
|
|
2018
Q1 | $79K | Hold |
1,814
| – | – | 0.04% | 252 |
|
|
2017
Q4 | $73K | Hold |
1,814
| – | – | 0.03% | 281 |
|
|
2017
Q3 | $77K | Hold |
1,814
| – | – | 0.04% | 246 |
|
|
2017
Q2 | $75K | Sell |
1,814
-80
| -4% | -$3.31K | 0.04% | 246 |
|
|
2017
Q1 | $87K | Sell |
1,894
-15
| -0.8% | -$689 | 0.05% | 228 |
|
|
2016
Q4 | $87K | Hold |
1,909
| – | – | 0.05% | 241 |
|
|
2016
Q3 | $81K | Hold |
1,909
| – | – | 0.04% | 238 |
|
|
2016
Q2 | $82K | Sell |
1,909
-250
| -12% | -$10.7K | 0.05% | 231 |
|
|
2016
Q1 | $78K | Buy |
2,159
+397
| +23% | +$14.3K | 0.04% | 231 |
|
|
2015
Q4 | $65K | Sell |
1,762
-51
| -3% | -$1.88K | 0.04% | 259 |
|
|
2015
Q3 | $75K | Buy |
1,813
+51
| +3% | +$2.11K | 0.05% | 227 |
|
|
2015
Q2 | $85K | Sell |
1,762
-42
| -2% | -$2.03K | 0.05% | 207 |
|
|
2015
Q1 | $86K | Sell |
1,804
-458
| -20% | -$21.8K | 0.05% | 187 |
|
|
2014
Q4 | $118K | Sell |
2,262
-104
| -4% | -$5.43K | 0.07% | 163 |
|
|
2014
Q3 | $121K | Hold |
2,366
| – | – | 0.08% | 154 |
|
|
2014
Q2 | $104K | Hold |
2,366
| – | – | 0.06% | 164 |
|
|
2014
Q1 | $103K | Sell |
2,366
-100
| -4% | -$4.35K | 0.07% | 165 |
|
|
2013
Q4 | $107K | Buy |
2,466
+100
| +4% | +$4.34K | 0.07% | 158 |
|
|
2013
Q3 | $87K | Hold |
2,366
| – | – | 0.07% | 161 |
|
|
2013
Q2 | $80K | Buy |
+2,366
| New | +$80K | 0.06% | 172 |
|