A detailed history of Private Trust CO Na transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Private Trust CO Na holds 664 shares of ADX stock, worth $13,465. This represents 0.0% of its overall portfolio holdings.

Number of Shares
664
Previous 652 1.84%
Holding current value
$13,465
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$19.94 - $22.45 $239 - $269
12 Added 1.84%
664 $14,000
Q4 2023

Jan 24, 2024

BUY
$15.85 - $17.76 $634 - $710
40 Added 6.54%
652 $11,000
Q4 2022

Jan 18, 2023

SELL
$14.34 - $16.08 $7,628 - $8,554
-532 Reduced 46.5%
612 $0
Q2 2022

Sep 16, 2022

BUY
$14.8 - $18.58 $16,931 - $21,255
1,144 New
1,144 $18,000

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 $2.39B
  • 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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