Wittenberg Investment Management’s Adams Resources & Energy Inc AE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $782K | Sell |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $587K | Hold |
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|
2024
Q1 | $608K | Buy |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $543K | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $882K | Sell |
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|
2020
Q3 | $797K | Buy |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $903K | Buy |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $873K | Buy |
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|
2019
Q2 | $769K | Buy |
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|
2019
Q1 | $736K | Buy |
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|
2018
Q4 | $728K | Hold |
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|
2018
Q3 | $799K | Hold |
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|
2018
Q2 | $809K | Sell |
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|
2018
Q1 | $824K | Hold |
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|
2017
Q4 | $824K | Sell |
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|
2017
Q3 | $811K | Buy |
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