A detailed history of Capital Market Strategies LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Capital Market Strategies LLC holds 23,743 shares of ADX stock, worth $522,820. This represents 0.32% of its overall portfolio holdings.

Number of Shares
23,743
Previous 24,248 2.08%
Holding current value
$522,820
Previous $521,000 1.92%
% of portfolio
0.32%
Previous 0.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

SELL
$19.94 - $22.45 $10,069 - $11,337
-505 Reduced 2.08%
23,743 $511,000
Q2 2024

Jul 01, 2024

BUY
$18.39 - $21.58 $14,105 - $16,551
767 Added 3.27%
24,248 $521,000
Q1 2024

Apr 05, 2024

BUY
$17.19 - $19.52 $1,134 - $1,288
66 Added 0.28%
23,481 $458,000
Q4 2023

Jan 08, 2024

BUY
$15.85 - $17.76 $27,737 - $31,080
1,750 Added 8.08%
23,415 $414,000
Q3 2023

Oct 18, 2023

SELL
$16.49 - $17.7 $16,374 - $17,576
-993 Reduced 4.38%
21,665 $360,000
Q2 2023

Jul 06, 2023

BUY
$15.35 - $16.81 $7,536 - $8,253
491 Added 2.22%
22,658 $380,000
Q1 2023

May 12, 2023

SELL
$14.36 - $16.05 $28,447 - $31,795
-1,981 Reduced 8.2%
22,167 $344,000
Q4 2022

Jan 17, 2023

SELL
$14.34 - $16.08 $8,001 - $8,972
-558 Reduced 2.26%
24,148 $0
Q3 2022

Oct 14, 2022

BUY
$14.57 - $17.38 $7,765 - $9,263
533 Added 2.2%
24,706 $360,000
Q2 2022

Jul 11, 2022

BUY
$14.8 - $18.58 $3,818 - $4,793
258 Added 1.08%
24,173 $371,000
Q1 2022

Apr 18, 2022

BUY
$16.89 - $19.56 $73,150 - $84,714
4,331 Added 22.11%
23,915 $441,000
Q4 2021

Feb 07, 2022

BUY
$18.53 - $22.21 $362,891 - $434,960
19,584 New
19,584 $380,000

Others Institutions Holding ADX

About ADAMS DIVERSIFIED EQUITY FUND, INC.


  • Ticker ADX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 117,840,000
  • Market Cap $2.59B
  • Description
  • Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...
More about ADX
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