WA
ADX icon

Whipplewood Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Whipplewood Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$130 Sell
6
-2
-25% -$43 ﹤0.01% 1190
2025
Q1 		$114 Buy
8
+1
+14% +$14 ﹤0.01% 1200
2024
Q4 		$133 Buy
+7
New +$133 ﹤0.01% 1174