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Westbourne Investment Advisors, Inc. → ADX
Westbourne Investment Advisors, Inc. ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 83.8K | — | — |
| Q2 2026 | $2.1M | 83.8K | — | — |
| Q1 2026 | $1.8M | 83.4K | — | — |
| Q4 2025 | $1.7M | 74.2K | — | — |