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Company Main View
Name:
Adams Wealth Management
City:
Logan
State:
UT
Zip:
84321
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$338,062,000
Total Value Change :
$43,377,000
Securities Held Change :
5
All Securities Held :
94
New Positions
:
12
Closed Positions
:
10
Increased Positions
:
37
Unchanged Positions
:
2
Decreased Positions
:
43
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
ANTM
Anthem Inc
82
-
$539.18
$328,000
695
0.1%
25,000
0
0
N/A
CAT
Caterpillar Inc
86
-
$354.79
$259,000
876
0.08%
20,000
0
0
Farm & Construction M...
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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