WCA
Westover Capital Advisors’s Archer Daniels Midland ADM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,000
| Closed | -$217K | – | 185 |
|
2023
Q4 | $217K | Hold |
3,000
| – | – | 0.07% | 167 |
|
2023
Q3 | $226K | Hold |
3,000
| – | – | 0.08% | 164 |
|
2023
Q2 | $227K | Hold |
3,000
| – | – | 0.08% | 166 |
|
2023
Q1 | $239K | Hold |
3,000
| – | – | 0.09% | 147 |
|
2022
Q4 | $279K | Hold |
3,000
| – | – | 0.11% | 128 |
|
2022
Q3 | $241K | Hold |
3,000
| – | – | 0.09% | 138 |
|
2022
Q2 | $233K | Hold |
3,000
| – | – | 0.09% | 151 |
|
2022
Q1 | $271K | Hold |
3,000
| – | – | 0.08% | 155 |
|
2021
Q4 | $203K | Buy |
+3,000
| New | +$203K | 0.06% | 172 |
|
2019
Q1 | – | Sell |
-37,918
| Closed | -$1.55M | – | 134 |
|
2018
Q4 | $1.55M | Buy |
+37,918
| New | +$1.55M | 0.97% | 36 |
|