A detailed history of Concorde Asset Management, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Concorde Asset Management, LLC holds 13,289 shares of ADX stock, worth $274,284. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,289
Previous 12,150 9.37%
Holding current value
$274,284
Previous $261,000 9.58%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 12, 2024

BUY
$19.94 - $22.45 $22,711 - $25,570
1,139 Added 9.37%
13,289 $286,000
Q2 2024

Aug 12, 2024

SELL
$18.39 - $21.58 $14,712 - $17,264
-800 Reduced 6.18%
12,150 $261,000
Q1 2024

May 15, 2024

BUY
$17.19 - $19.52 $222,610 - $252,784
12,950 New
12,950 $252,000

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 $2.43B
  • 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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