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Adams Express Company shares owned by MinichMacGregor Wealth Management

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by MinichMacGregor Wealth Management from 13F filings

Historical chart of MinichMacGregor Wealth Management investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by MinichMacGregor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.7M 135k 20.20
2024-09-30 $423k 134k 3.15
2024-06-30 $416k 134k 3.11
2024-03-31 $387k 134k 2.90
2023-12-31 $363k 134k 2.71
2023-09-30 $335k 133k 2.52
2023-06-30 $336k 133k 2.53
2023-03-31 $319k 133k 2.40
2022-12-31 $306k 133k 2.30
2022-09-30 $133k 121k 1.10
2022-06-30 $133k 121k 1.10
2022-03-31 $136k 121k 1.12
2021-12-31 $137k 121k 1.13
2021-09-30 $137k 121k 1.13
2021-06-30 $137k 121k 1.13
2021-03-31 $136k 121k 1.12
2020-12-31 $135k 121k 1.12
2020-09-30 $134k 121k 1.11
2020-06-30 $133k 121k 1.10
2019-12-31 $134k 121k 1.11
2019-09-30 $134k 121k 1.11
2019-06-30 $134k 121k 1.11
2019-03-31 $133k 121k 1.10
2018-09-30 $200k 125k 1.60
2018-06-30 $194k 125k 1.55
2018-03-31 $71k 4.9k 14.60
2017-12-31 $73k 4.9k 15.01
2017-09-30 $73k 4.9k 15.01
2017-06-30 $69k 4.9k 14.19
2017-03-31 $66k 4.9k 13.57
2016-12-31 $61k 4.9k 12.55
2016-09-30 $11k 900 12.22
2016-06-30 $11k 900 12.22
2016-03-31 $11k 900 12.22

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Ishares Tr Us Home Cons Etf (ITB)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
Vanguard World Industrial Etf (VIS)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Us Aer Def Etf (ITA)
Pure Storage Cl A (PSTG)

View all positions for MinichMacGregor Wealth Management

Top funds holding Adams Express Company

Saba Capital Management
Lazard Asset Management
Morgan Stanley
Cohen & Steers Capital Management
Raymond James Financial
Blue Bell Private Wealth Management
Royal Bank of Canada
1607 Capital Partners
Bensler
Raymond James Financial Services Advisors
Allspring Global Investments Holdings
potrero capital research
Waterfront Wealth
Wealth Enhancement Advisory Services
Jones Road Capital Management

View all funds holding Adams Express Company