Tradewinds Capital Management’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$193K Hold
8,871
0.05% 98
2025
Q1
$168K Hold
8,871
0.05% 102
2024
Q4
$179K Hold
8,871
0.05% 112
2024
Q3
$191K Hold
8,871
0.05% 90
2024
Q2
$191K Hold
8,871
0.06% 81
2024
Q1
$173K Buy
+8,871
New +$173K 0.05% 82