TW
Transform Wealth’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,431
| Closed | -$216K | – | 214 |
|
|
2024
Q1 | $216K | Sell |
3,431
-39,695
| -92% | -$2.49M | 0.02% | 214 |
|
|
2023
Q4 | $3.11M | Sell |
43,126
-519
| -1% | -$37.5K | 0.3% | 92 |
|
|
2023
Q3 | $3.29M | Sell |
43,645
-39,327
| -47% | -$2.97M | 0.35% | 85 |
|
|
2023
Q2 | $6.27M | Sell |
82,972
-121,484
| -59% | -$9.18M | 0.56% | 60 |
|
|
2023
Q1 | $16.3M | Buy |
204,456
+35,944
| +21% | +$2.86M | 1.54% | 12 |
|
|
2022
Q4 | $15.6M | Buy |
168,512
+34,089
| +25% | +$3.17M | 1.75% | 10 |
|
|
2022
Q3 | $10.8M | Buy |
134,423
+2,752
| +2% | +$221K | 1.41% | 13 |
|
|
2022
Q2 | $10.2M | Sell |
131,671
-24,848
| -16% | -$1.93M | 1.52% | 13 |
|
|
2022
Q1 | $14.1M | Sell |
156,519
-2,170
| -1% | -$196K | 1.58% | 14 |
|
|
2021
Q4 | $10.7M | Buy |
158,689
+1,334
| +0.8% | +$90.2K | 1.12% | 25 |
|
|
2021
Q3 | $9.44M | Buy |
157,355
+1,699
| +1% | +$102K | 1.08% | 27 |
|
|
2021
Q2 | $9.43M | Buy |
155,656
+61,060
| +65% | +$3.7M | 1.15% | 23 |
|
|
2021
Q1 | $5.39M | Buy |
94,596
+9,315
| +11% | +$531K | 1.08% | 28 |
|
|
2020
Q4 | $4.3M | Buy |
+85,281
| New | +$4.3M | 0.9% | 36 |
|