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
2026
Q1 		$6.09M Sell
271,458
-159,493
-37% -$3.66M 0.01% 804
2025
Q4 		$10.1M Buy
430,951
+5,457
+1% +$125K 0.01% 695
2025
Q3 		$9.55M Sell
425,494
-2,863
-0.7% -$62.5K 0.01% 678
2025
Q2 		$9.38M Buy
428,357
+14,834
+4% +$292K 0.02% 658
2025
Q1 		$7.85M Sell
413,523
-11,798
-3% -$237K 0.02% 667
2024
Q4 		$8.59M Buy
425,321
+35,419
+9% +$756K 0.02% 615
2024
Q3 		$8.41M Sell
389,902
-22,409
-5% -$477K 0.02% 568
2024
Q2 		$8.86M Buy
412,311
+4,773
+1% +$95.2K 0.02% 515
2024
Q1 		$7.96M Buy
407,538
+10,390
+3% +$193K 0.02% 539
2023
Q4 		$7.03M Buy
397,148
+53,125
+15% +$902K 0.02% 508
2023
Q3 		$5.72M Buy
344,023
+325,446
+1,752% +$5.6M 0.02% 548
2023
Q2 		$312K Hold
18,577
– – ﹤0.01% 431
2023
Q1 		$289K Buy
+18,577
New +$283K ﹤0.01% 443

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