AWA
Amplius Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
1,128
+253
| +29% | +$78K | 0.03% | 146 |
|
|
2025
Q1 | $267K | Buy |
875
+31
| +4% | +$9.47K | 0.03% | 147 |
|
|
2024
Q4 | $247K | Buy |
844
+8
| +1% | +$2.34K | 0.03% | 153 |
|
|
2024
Q3 | $231K | Sell |
836
-3
| -0.4% | -$830 | 0.03% | 158 |
|
|
2024
Q2 | $200K | Buy |
839
+30
| +4% | +$7.16K | 0.02% | 163 |
|
|
2024
Q1 | $202K | Sell |
809
-60
| -7% | -$15K | 0.02% | 173 |
|
|
2023
Q4 | $202K | Sell |
869
-3
| -0.3% | -$699 | 0.02% | 166 |
|
|
2023
Q3 | $210K | Buy |
+872
| New | +$210K | 0.03% | 148 |
|
|
2023
Q2 | – | Sell |
-904
| Closed | -$201K | – | 166 |
|
|
2023
Q1 | $201K | Buy |
904
+24
| +3% | +$5.34K | 0.03% | 156 |
|
|
2022
Q4 | $210K | Buy |
+880
| New | +$210K | 0.03% | 150 |
|
|
2022
Q3 | – | Sell |
-975
| Closed | -$204K | – | 159 |
|
|
2022
Q2 | $204K | Sell |
975
-225
| -19% | -$47.1K | 0.03% | 158 |
|
|
2022
Q1 | $273K | Buy |
1,200
+1
| +0.1% | +$228 | 0.04% | 139 |
|
|
2021
Q4 | $295K | Buy |
+1,199
| New | +$295K | 0.04% | 156 |
|