World Investment Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-33,259
Closed -$672K 1048
2024
Q4
$672K Sell
33,259
-42,882
-56% -$866K 0.02% 571
2024
Q3
$1.64M Buy
+76,141
New +$1.64M 0.05% 324