WhitTier Trust Company’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.2K | Buy |
277
+187
| +208% | +$13.7K | ﹤0.01% | 989 |
|
2025
Q1 | $6.95K | Buy |
90
+36
| +67% | +$2.78K | ﹤0.01% | 1143 |
|
2024
Q4 | $3.8K | Sell |
54
-32
| -37% | -$2.25K | ﹤0.01% | 1175 |
|
2024
Q3 | $6.48K | Hold |
86
| – | – | ﹤0.01% | 1093 |
|
2024
Q2 | $5.33K | Buy |
86
+31
| +56% | +$1.92K | ﹤0.01% | 1064 |
|
2024
Q1 | $3.14K | Buy |
55
+3
| +6% | +$171 | ﹤0.01% | 1088 |
|
2023
Q4 | $3.27K | Sell |
52
-1
| -2% | -$63 | ﹤0.01% | 1084 |
|
2023
Q3 | $2.93K | Hold |
53
| – | – | ﹤0.01% | 1046 |
|
2023
Q2 | $3.47K | Buy |
53
+4
| +8% | +$262 | ﹤0.01% | 1066 |
|
2023
Q1 | $3.36K | Buy |
+49
| New | +$3.36K | ﹤0.01% | 1050 |
|
2019
Q1 | – | Sell |
-53
| Closed | -$3K | – | 992 |
|
2018
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 971 |
|
2017
Q2 | – | Sell |
-58
| Closed | -$3K | – | 907 |
|
2017
Q1 | $3K | Sell |
58
-1
| -2% | -$52 | ﹤0.01% | 884 |
|
2016
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 903 |
|