Valeo Financial Advisors’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
+7,276
| New | +$384K | 0.01% | 505 |
|
|
2025
Q1 | – | Sell |
-6,154
| Closed | -$311K | – | 680 |
|
|
2024
Q4 | $311K | Buy |
6,154
+1,711
| +39% | +$86.4K | 0.01% | 521 |
|
|
2024
Q3 | $265K | Sell |
4,443
-442
| -9% | -$26.4K | 0.01% | 562 |
|
|
2024
Q2 | $295K | Buy |
4,885
+1,180
| +32% | +$71.3K | 0.01% | 520 |
|
|
2024
Q1 | $228K | Sell |
3,705
-1,354
| -27% | -$83.4K | 0.01% | 576 |
|
|
2023
Q4 | $365K | Sell |
5,059
-324
| -6% | -$23.4K | 0.01% | 433 |
|
|
2023
Q3 | $406K | Buy |
+5,383
| New | +$406K | 0.02% | 383 |
|
|
2023
Q2 | – | Sell |
-3,875
| Closed | -$309K | – | 595 |
|
|
2023
Q1 | $309K | Buy |
3,875
+345
| +10% | +$27.5K | 0.01% | 439 |
|
|
2022
Q4 | $328K | Buy |
+3,530
| New | +$328K | 0.02% | 368 |
|
|
2022
Q2 | – | Sell |
-2,432
| Closed | -$220K | – | 488 |
|
|
2022
Q1 | $220K | Buy |
+2,432
| New | +$220K | 0.01% | 497 |
|
|
2021
Q2 | – | Sell |
-837
| Closed | -$48K | – | 475 |
|
|
2021
Q1 | $48K | Sell |
837
-66
| -7% | -$3.79K | ﹤0.01% | 844 |
|
|
2020
Q4 | $46K | Buy |
903
+103
| +13% | +$5.25K | ﹤0.01% | 789 |
|
|
2020
Q3 | $37K | Sell |
800
-205
| -20% | -$9.48K | ﹤0.01% | 715 |
|
|
2020
Q2 | $40K | Buy |
1,005
+71
| +8% | +$2.83K | ﹤0.01% | 766 |
|
|
2020
Q1 | $35K | Buy |
934
+134
| +17% | +$5.02K | ﹤0.01% | 687 |
|
|
2019
Q4 | $37K | Hold |
800
| – | – | ﹤0.01% | 737 |
|
|
2019
Q3 | $33K | Hold |
800
| – | – | ﹤0.01% | 704 |
|
|
2019
Q2 | $33K | Hold |
800
| – | – | ﹤0.01% | 703 |
|
|
2019
Q1 | $35K | Hold |
800
| – | – | ﹤0.01% | 636 |
|
|
2018
Q4 | $33K | Hold |
800
| – | – | ﹤0.01% | 585 |
|
|
2018
Q3 | $38K | Sell |
800
-338
| -30% | -$16.1K | 0.01% | 596 |
|
|
2018
Q2 | $56K | Hold |
1,138
| – | – | 0.01% | 514 |
|
|
2018
Q1 | $49K | Buy |
1,138
+338
| +42% | +$14.6K | 0.01% | 489 |
|
|
2017
Q4 | $32K | Hold |
800
| – | – | 0.01% | 564 |
|
|
2017
Q3 | $34K | Buy |
+800
| New | +$34K | 0.01% | 465 |
|