AWM
Allen Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
1,140
+131
| +13% | +$40.4K | 0.25% | 44 |
|
|
2025
Q1 | $308K | Sell |
1,009
-100
| -9% | -$30.6K | 0.21% | 47 |
|
|
2024
Q4 | $325K | Buy |
1,109
+1
| +0.1% | +$293 | 0.23% | 45 |
|
|
2024
Q3 | $307K | Buy |
1,108
+1
| +0.1% | +$277 | 0.21% | 51 |
|
|
2024
Q2 | $264K | Hold |
1,107
| – | – | 0.24% | 52 |
|
|
2024
Q1 | $276K | Sell |
1,107
-49
| -4% | -$12.2K | 0.24% | 52 |
|
|
2023
Q4 | $269K | Buy |
+1,156
| New | +$269K | 0.26% | 45 |
|