Waverly Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Buy	67,600 +399	+0.6%	+$8.66K	0.02%	548
2025 Q1	$1.28M	Buy	67,201 +1,410	+2%	+$26.8K	0.02%	561
2024 Q4	$1.33M	Buy	+65,791	New	+$1.33M	0.02%	463