Turtle Creek Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Turtle Creek Wealth Advisors’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 Q2	$610K	Hold
2025 Q1	$534K	Hold
2024 Q4	$568K	Hold
2024 Q3	$606K	Hold
2024 Q2	$604K	Buy
2024 Q1	$447K	Buy
2023 Q4	$112K	Buy