Waldron Private Wealth’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,976
| Closed | -$795K | – | 380 |
|
|
2023
Q1 | $795K | Sell |
9,976
-35
| -0.3% | -$2.79K | 0.04% | 192 |
|
|
2022
Q4 | $805K | Hold |
10,011
| – | – | 0.05% | 179 |
|
|
2022
Q3 | $805K | Sell |
10,011
-119
| -1% | -$9.57K | 0.05% | 179 |
|
|
2022
Q2 | $786K | Buy |
10,130
+522
| +5% | +$40.5K | 0.04% | 188 |
|
|
2022
Q1 | $867K | Buy |
9,608
+137
| +1% | +$12.4K | 0.04% | 196 |
|
|
2021
Q4 | $640K | Hold |
9,471
| – | – | 0.03% | 230 |
|
|
2021
Q3 | $568K | Hold |
9,471
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $573K | Sell |
9,471
-3
| -0% | -$182 | 0.04% | 189 |
|
|
2021
Q1 | $540K | Sell |
9,474
-98
| -1% | -$5.59K | 0.04% | 186 |
|
|
2020
Q4 | $482K | Hold |
9,572
| – | – | 0.04% | 184 |
|
|
2020
Q3 | $445K | Sell |
9,572
-7
| -0.1% | -$325 | 0.04% | 173 |
|
|
2020
Q2 | $382K | Buy |
+9,579
| New | +$382K | 0.03% | 179 |
|