TriaGen Wealth Management’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
Q1 | – | Sell |
-3,928
| Closed | -$284K | – | 163 |
|
|
2023
Q4 | $284K | Buy |
3,928
+3
| +0.1% | +$217 | 0.14% | 127 |
|
|
2023
Q3 | $296K | Hold |
3,925
| – | – | 0.15% | 115 |
|
|
2023
Q2 | $297K | Sell |
3,925
-223
| -5% | -$16.9K | 0.14% | 136 |
|
|
2023
Q1 | $330K | Sell |
4,148
-41
| -1% | -$3.27K | 0.17% | 115 |
|
|
2022
Q4 | $389K | Hold |
4,189
| – | – | 0.22% | 105 |
|
|
2022
Q3 | $337K | Buy |
4,189
+41
| +1% | +$3.3K | 0.19% | 111 |
|
|
2022
Q2 | $322K | Sell |
4,148
-4,168
| -50% | -$324K | 0.23% | 105 |
|
|
2022
Q1 | $751K | Buy |
8,316
+4,391
| +112% | +$397K | 0.39% | 75 |
|
|
2021
Q4 | $265K | Hold |
3,925
| – | – | 0.13% | 156 |
|
|
2021
Q3 | $236K | Hold |
3,925
| – | – | 0.13% | 164 |
|
|
2021
Q2 | $234K | Sell |
3,925
-220
| -5% | -$13.1K | 0.12% | 164 |
|
|
2021
Q1 | $236K | Hold |
4,145
| – | – | 0.14% | 153 |
|
|
2020
Q4 | $209K | Buy |
+4,145
| New | +$209K | 0.12% | 163 |
|