CWM
Cahaba 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 | $330K | Sell |
1,071
-205
| -16% | -$63.2K | 0.03% | 119 |
|
|
2025
Q1 | $390K | Buy |
1,276
+30
| +2% | +$9.17K | 0.03% | 99 |
|
|
2024
Q4 | $365K | Buy |
1,246
+4
| +0.3% | +$1.17K | 0.03% | 107 |
|
|
2024
Q3 | $344K | Buy |
1,242
+249
| +25% | +$68.9K | 0.03% | 112 |
|
|
2024
Q2 | $237K | Buy |
993
+4
| +0.4% | +$955 | 0.02% | 130 |
|
|
2024
Q1 | $247K | Sell |
989
-6
| -0.6% | -$1.5K | 0.02% | 132 |
|
|
2023
Q4 | $232K | Buy |
995
+4
| +0.4% | +$932 | 0.02% | 130 |
|
|
2023
Q3 | $239K | Buy |
+991
| New | +$239K | 0.03% | 124 |
|