Transform Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

Transform Wealth’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$410K	Hold
2024 Q4	$436K	Hold
2024 Q3	$465K	Hold
2024 Q2	$464K	Hold
2024 Q1	$421K	Hold
2023 Q4	$382K	Hold
2023 Q3	$359K	Sell
2023 Q2	$863K	Hold
2023 Q1	$798K	Buy