WealthPlan Investment Management’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,392
| Closed | -$991K | – | 248 |
|
|
2024
Q2 | $991K | Sell |
16,392
-142,673
| -90% | -$8.62M | 0.15% | 99 |
|
|
2024
Q1 | $9.99M | Buy |
159,065
+39,908
| +33% | +$2.51M | 1.52% | 23 |
|
|
2023
Q4 | $8.61M | Sell |
119,157
-516
| -0.4% | -$37.3K | 1.38% | 24 |
|
|
2023
Q3 | $9.03M | Buy |
119,673
+60,939
| +104% | +$4.6M | 1.6% | 18 |
|
|
2023
Q2 | $4.44M | Sell |
58,734
-59,108
| -50% | -$4.47M | 1.32% | 31 |
|
|
2023
Q1 | $9.39M | Sell |
117,842
-118,436
| -50% | -$9.43M | 1.62% | 18 |
|
|
2022
Q4 | $19.4M | Buy |
236,278
+8,465
| +4% | +$693K | 1.35% | 16 |
|
|
2022
Q3 | $21.2M | Buy |
+227,813
| New | +$21.2M | 1.55% | 11 |
|
|
2022
Q1 | $12.1M | Buy |
+134,554
| New | +$12.1M | 0.84% | 42 |
|