AWM

Aries 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	$2.34M	Hold	7,588	–	–	0.61%	41
2025 Q1	$2.32M	Buy	7,588 +330	+5%	+$101K	0.63%	43
2024 Q4	$2.12M	Hold	7,258	–	–	0.59%	46
2024 Q3	$2.01M	Buy	7,258 +1,649	+29%	+$456K	0.55%	47
2024 Q2	$1.34M	Hold	5,609	–	–	0.42%	61
2024 Q1	$1.4M	Hold	5,609	–	–	0.45%	57
2023 Q4	$1.31M	Hold	5,609	–	–	0.47%	59
2023 Q3	$1.4M	Hold	5,609	–	–	0.55%	52
2023 Q2	$1.23M	Hold	5,609	–	–	0.48%	59
2023 Q1	$1.25M	Hold	5,609	–	–	0.51%	57
2022 Q4	$1.34M	Hold	5,609	–	–	0.58%	52
2022 Q3	$1.36M	Hold	5,609	–	–	0.6%	48
2022 Q2	$1.18M	Buy	+5,609	New	+$1.18M	0.53%	49
2022 Q1	–	Sell	-5,609	Closed	-$1.38M	–	77
2021 Q4	$1.38M	Hold	5,609	–	–	0.53%	54
2021 Q3	$1.12M	Hold	5,609	–	–	0.47%	57
2021 Q2	$1.11M	Hold	5,609	–	–	0.48%	57
2021 Q1	$1.07M	Buy	5,609 +500	+10%	+$95.6K	0.48%	58
2020 Q4	$874K	Hold	5,109	–	–	0.44%	56
2020 Q3	$713K	Hold	5,109	–	–	0.4%	59
2020 Q2	$761K	Hold	5,109	–	–	0.46%	56
2020 Q1	$672K	Hold	5,109	–	–	0.51%	55
2019 Q4	$870K	Hold	5,109	–	–	0.53%	52
2019 Q3	$830K	Hold	5,109	–	–	0.55%	50
2019 Q2	$842K	Hold	5,109	–	–	0.59%	48
2019 Q1	$816K	Buy	+5,109	New	+$816K	0.61%	48