WKWM
Walter & Keenan Wealth Management’s Archer Daniels Midland ADM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,050
| Closed | -$292K | – | 142 |
|
2023
Q4 | $292K | Sell |
4,050
-126
| -3% | -$9.1K | 0.1% | 123 |
|
2023
Q3 | $315K | Buy |
4,176
+7
| +0.2% | +$528 | 0.12% | 116 |
|
2023
Q2 | $315K | Buy |
4,169
+8
| +0.2% | +$604 | 0.12% | 115 |
|
2023
Q1 | $331K | Buy |
4,161
+8
| +0.2% | +$637 | 0.13% | 113 |
|
2022
Q4 | $386K | Buy |
4,153
+1,655
| +66% | +$154K | 0.15% | 110 |
|
2022
Q3 | $201K | Buy |
+2,498
| New | +$201K | 0.09% | 136 |
|