A detailed history of Priebe Wealth Holdings LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Priebe Wealth Holdings LLC holds 250,524 shares of ADX stock, worth $5.14 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
250,524
Previous 362,015 30.8%
Holding current value
$5.14 Million
Previous $7.78 Billion 30.57%
% of portfolio
3.93%
Previous 6.16%

Shares

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

Oct 10, 2024

SELL
$19.94 - $22.45 $2.22 Million - $2.5 Million
-111,491 Reduced 30.8%
250,524 $5.4 Billion
Q2 2024

Jul 17, 2024

BUY
$18.39 - $21.58 $39,814 - $46,720
2,165 Added 0.6%
362,015 $7.78 Billion
Q1 2024

Apr 12, 2024

BUY
$17.19 - $19.52 $48,063 - $54,577
2,796 Added 0.78%
359,850 $7.02 Billion
Q4 2023

Jan 26, 2024

BUY
$15.85 - $17.76 $5.66 Million - $6.34 Million
357,054 New
357,054 $6.32 Billion

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 $2.42B
  • 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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