Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Adams Diversified Equity Fund ADX Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.38M Buy
2025
Q1 		$7.85M Sell
2024
Q4 		$8.59M Buy
2024
Q3 		$8.41M Sell
2024
Q2 		$8.86M Buy
2024
Q1 		$7.96M Buy
2023
Q4 		$7.03M Buy
2023
Q3 		$5.72M Buy
2023
Q2 		$312K Hold
2023
Q1 		$289K Buy