Accel Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-289
| Closed | -$64.3K | – | 180 |
|
|
2023
Q1 | $64.3K | Hold |
289
| – | – | 0.03% | 424 |
|
|
2022
Q4 | $68.9K | Sell |
289
-37
| -11% | -$8.82K | 0.03% | 308 |
|
|
2022
Q3 | $77K | Hold |
326
| – | – | 0.04% | 284 |
|
|
2022
Q2 | $70K | Sell |
326
-13
| -4% | -$2.79K | 0.04% | 292 |
|
|
2022
Q1 | $79K | Buy |
339
+1
| +0.3% | +$233 | 0.04% | 285 |
|
|
2021
Q4 | $83K | Buy |
338
+12
| +4% | +$2.95K | 0.04% | 287 |
|
|
2021
Q3 | $65K | Sell |
326
-16
| -5% | -$3.19K | 0.04% | 283 |
|
|
2021
Q2 | $68K | Hold |
342
| – | – | 0.05% | 285 |
|
|
2021
Q1 | $64K | Hold |
342
| – | – | 0.05% | 278 |
|
|
2020
Q4 | $60K | Buy |
+342
| New | +$60K | 0.06% | 267 |
|