Zurich Cantonal Bank’s Addus HomeCare ADUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $669K | Buy |
+7,142
| New | +$757K | ﹤0.01% | 1658 |
|
|
2025
Q4 | – | Sell |
-2,882
| Closed | -$331K | – | 2552 |
|
|
2025
Q3 | $340K | Sell |
2,882
-2,763
| -49% | -$310K | ﹤0.01% | 1937 |
|
|
2025
Q2 | $650K | Buy |
5,645
+822
| +17% | +$88.8K | ﹤0.01% | 1499 |
|
|
2025
Q1 | $477K | Sell |
4,823
-3,520
| -42% | -$391K | ﹤0.01% | 1629 |
|
|
2024
Q4 | $1.05M | Buy |
8,343
+769
| +10% | +$97.2K | ﹤0.01% | 1161 |
|
|
2024
Q3 | $1.01M | Sell |
7,574
-316
| -4% | -$39.9K | ﹤0.01% | 1123 |
|
|
2024
Q2 | $916K | Sell |
7,890
-1,358
| -15% | -$145K | ﹤0.01% | 1115 |
|
|
2024
Q1 | $956K | Buy |
9,248
+5,136
| +125% | +$480K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $382K | Sell |
4,112
-5,166
| -56% | -$449K | ﹤0.01% | 1685 |
|
|
2023
Q3 | $790K | Buy |
9,278
+1,528
| +20% | +$136K | ﹤0.01% | 1109 |
|
|
2023
Q2 | $718K | Buy |
7,750
+5,044
| +186% | +$481K | ﹤0.01% | 1132 |
|
|
2023
Q1 | $289K | Buy |
2,706
+347
| +15% | +$36.2K | ﹤0.01% | 1643 |
|
|
2022
Q4 | $235K | Buy |
2,359
+37
| +2% | +$3.87K | ﹤0.01% | 1734 |
|
|
2022
Q3 | $221K | Hold |
2,322
| – | – | ﹤0.01% | 1690 |
|
|
2022
Q2 | $193K | Hold |
2,322
| – | – | ﹤0.01% | 1812 |
|
|
2022
Q1 | $217K | Hold |
2,322
| – | – | ﹤0.01% | 1835 |
|
|
2021
Q4 | $217K | Buy |
2,322
+1,021
| +78% | +$91.8K | ﹤0.01% | 2013 |
|
|
2021
Q3 | $104K | Hold |
1,301
| – | – | ﹤0.01% | 2310 |
|
|
2021
Q2 | $113K | Hold |
1,301
| – | – | ﹤0.01% | 2151 |
|
|
2021
Q1 | $136K | Sell |
1,301
-642
| -33% | -$73.1K | ﹤0.01% | 2002 |
|
|
2020
Q4 | $228K | Hold |
1,943
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q3 | $184K | Hold |
1,943
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q2 | $180K | Buy |
1,943
+696
| +56% | +$60.2K | ﹤0.01% | 1580 |
|
|
2020
Q1 | $84K | Hold |
1,247
| – | – | ﹤0.01% | 1701 |
|
|
2019
Q4 | $121K | Buy |
1,247
+692
| +125% | +$60.9K | ﹤0.01% | 1611 |
|
|
2019
Q3 | $44K | Hold |
555
| – | – | ﹤0.01% | 2122 |
|
|
2019
Q2 | $42K | Hold |
555
| – | – | ﹤0.01% | 2160 |
|
|
2019
Q1 | $35K | Buy |
555
+139
| +33% | +$8.94K | ﹤0.01% | 2192 |
|
|
2018
Q4 | $28K | Hold |
416
| – | – | ﹤0.01% | 2326 |
|
|
2018
Q3 | $29K | Buy |
+416
| New | +$26.9K | ﹤0.01% | 2380 |
|
Other funds holding ADUS
WA
VCM
SAM
