Adams Express Company shares owned by Creative Planning
Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Adams Express Company
Tip: Access up to 7 years of quarterly data
All positions including Adams Express Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Adams Express Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $274k | 13k | 21.56 |
| 2024-06-30 | $286k | 13k | 21.49 |
| 2024-03-31 | $247k | 13k | 19.52 |
| 2023-12-31 | $232k | 13k | 17.71 |
| 2023-09-30 | $211k | 13k | 16.64 |
| 2023-06-30 | $216k | 13k | 16.81 |
| 2023-03-31 | $268k | 17k | 15.55 |
| 2022-12-31 | $263k | 18k | 14.54 |
| 2022-09-30 | $209k | 14k | 14.59 |
| 2022-06-30 | $278k | 18k | 15.37 |
| 2022-03-31 | $328k | 18k | 18.42 |
| 2021-12-31 | $289k | 15k | 19.42 |
| 2021-09-30 | $293k | 15k | 19.83 |
| 2021-06-30 | $225k | 11k | 19.77 |
| 2021-03-31 | $302k | 17k | 18.28 |
| 2020-12-31 | $286k | 17k | 17.31 |
| 2020-09-30 | $267k | 17k | 16.21 |
| 2020-06-30 | $234k | 16k | 14.88 |
| 2020-03-31 | $245k | 20k | 12.57 |
| 2019-12-31 | $310k | 20k | 15.75 |
| 2019-09-30 | $308k | 19k | 15.85 |
| 2019-06-30 | $351k | 23k | 15.49 |
| 2019-03-31 | $327k | 23k | 14.43 |
| 2018-12-31 | $267k | 21k | 12.62 |
| 2018-09-30 | $362k | 22k | 16.66 |
| 2018-06-30 | $314k | 20k | 15.43 |
| 2018-03-31 | $321k | 22k | 14.76 |
| 2017-12-31 | $475k | 32k | 15.03 |
| 2017-09-30 | $397k | 26k | 15.22 |
| 2017-06-30 | $382k | 27k | 14.29 |
| 2017-03-31 | $366k | 27k | 13.76 |
| 2016-12-31 | $393k | 31k | 12.71 |
| 2016-09-30 | $373k | 28k | 13.13 |
| 2016-06-30 | $365k | 29k | 12.68 |
| 2016-03-31 | $345k | 27k | 12.66 |
| 2015-12-31 | $382k | 30k | 12.83 |
| 2015-09-30 | $323k | 25k | 12.76 |
| 2015-06-30 | $371k | 27k | 13.98 |
| 2015-03-31 | $471k | 34k | 13.95 |
| 2014-12-31 | $257k | 19k | 13.65 |
| 2014-09-30 | $254k | 18k | 13.95 |
| 2014-06-30 | $328k | 24k | 13.76 |
| 2014-03-31 | $337k | 26k | 12.99 |
| 2013-12-31 | $333k | 25k | 13.09 |
| 2013-09-30 | $42k | 3.4k | 12.45 |
| 2013-06-30 | $40k | 3.4k | 11.86 |
| 2012-12-31 | $27k | 2.6k | 10.53 |
| 2012-09-30 | $26k | 2.3k | 11.49 |
| 2012-06-30 | $39k | 3.7k | 10.64 |
| 2011-12-31 | $21k | 2.2k | 9.55 |