Wealth Enhancement Advisory Services’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.55M | Sell |
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|
2025
Q2 | $9.38M | Buy |
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|
2025
Q1 | $7.85M | Sell |
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|
2024
Q4 | $8.59M | Buy |
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|
2024
Q3 | $8.41M | Sell |
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|
2024
Q2 | $8.86M | Buy |
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|
2024
Q1 | $7.96M | Buy |
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|
2023
Q4 | $7.03M | Buy |
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|
2023
Q3 | $5.72M | Buy |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $289K | Buy |
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