BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ADX Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Adams Diversified Equity Fund Inc Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 936,841.00 shares of Adams Diversified Equity Fund Inc(ADX), totaling $17.79 Mil. This investment constitutes 3.37% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.8% of the outstanding Adams Diversified Equity Fund Inc(ADX) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 17 purchases of ADX, at an average price of $14.97, for a total of 1.80 Mil shares. In addition, there have been 19 sales at an average price of $18.31 for 864,336.00 shares. Based on historical transaction data and ADX's current price of $21.24, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his ADX holdings is $8.75 Mil, reflecting a 32.46% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ADX ($21.24) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ADX ($21.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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