Carson Wealth (CWM LLC)’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Sell |
28,187
-2,546
| -8% | -$785K | 0.03% | 420 |
|
|
2025
Q1 | $9.39M | Buy |
30,733
+2,098
| +7% | +$641K | 0.04% | 363 |
|
|
2024
Q4 | $8.38M | Buy |
28,635
+8,694
| +44% | +$2.54M | 0.03% | 355 |
|
|
2024
Q3 | $5.52M | Buy |
19,941
+1,603
| +9% | +$444K | 0.02% | 421 |
|
|
2024
Q2 | $4.38M | Buy |
18,338
+141
| +0.8% | +$33.7K | 0.02% | 444 |
|
|
2024
Q1 | $4.54M | Buy |
18,197
+334
| +2% | +$83.4K | 0.02% | 437 |
|
|
2023
Q4 | $4.16M | Sell |
17,863
-1,050
| -6% | -$245K | 0.02% | 429 |
|
|
2023
Q3 | $4.55M | Buy |
18,913
+2,263
| +14% | +$544K | 0.03% | 378 |
|
|
2023
Q2 | $3.66M | Buy |
16,650
+1,993
| +14% | +$438K | 0.02% | 407 |
|
|
2023
Q1 | $3.26M | Sell |
14,657
-114
| -0.8% | -$25.4K | 0.02% | 402 |
|
|
2022
Q4 | $3.53M | Buy |
14,771
+876
| +6% | +$209K | 0.03% | 364 |
|
|
2022
Q3 | $3.14M | Buy |
13,895
+1,083
| +8% | +$245K | 0.03% | 351 |
|
|
2022
Q2 | $2.69M | Buy |
12,812
+2,242
| +21% | +$471K | 0.02% | 371 |
|
|
2022
Q1 | $2.41M | Buy |
10,570
+1,136
| +12% | +$258K | 0.02% | 378 |
|
|
2021
Q4 | $2.33M | Buy |
+9,434
| New | +$2.33M | 0.02% | 400 |
|
|
2021
Q2 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2020
Q4 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2020
Q3 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2020
Q2 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2020
Q1 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2019
Q4 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2019
Q3 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2019
Q2 | $1.31M | Hold |
6,584
| – | – | 0.01% | 520 |
|
|
2019
Q1 | $1.31M | Buy |
6,584
+3,212
| +95% | +$638K | 0.01% | 520 |
|
|
2018
Q4 | $442K | Buy |
3,372
+483
| +17% | +$63.3K | 0.01% | 471 |
|
|
2018
Q3 | $435K | Sell |
2,889
-76
| -3% | -$11.4K | 0.01% | 405 |
|
|
2018
Q2 | $398K | Buy |
2,965
+189
| +7% | +$25.4K | 0.01% | 351 |
|
|
2018
Q1 | $315K | Buy |
2,776
+49
| +2% | +$5.56K | 0.01% | 322 |
|
|
2017
Q4 | $320K | Sell |
2,727
-43
| -2% | -$5.05K | 0.01% | 303 |
|
|
2017
Q3 | $303K | Buy |
2,770
+36
| +1% | +$3.94K | 0.01% | 289 |
|
|
2017
Q2 | $280K | Sell |
2,734
-68
| -2% | -$6.96K | 0.01% | 287 |
|
|
2017
Q1 | $287K | Sell |
2,802
-240
| -8% | -$24.6K | 0.02% | 266 |
|
|
2016
Q4 | $313K | Buy |
3,042
+1,693
| +126% | +$174K | 0.02% | 238 |
|
|
2016
Q3 | $119K | Sell |
1,349
-133
| -9% | -$11.7K | 0.01% | 314 |
|
|
2016
Q2 | $136K | Buy |
1,482
+114
| +8% | +$10.5K | 0.01% | 272 |
|
|
2016
Q1 | $123K | Sell |
1,368
-681
| -33% | -$61.2K | 0.01% | 259 |
|
|
2015
Q4 | $174K | Buy |
2,049
+605
| +42% | +$51.4K | 0.02% | 233 |
|
|
2015
Q3 | $116K | Buy |
+1,444
| New | +$116K | 0.01% | 231 |
|
|
2014
Q1 | – | Sell |
-726
| Closed | -$51K | – | 144 |
|
|
2013
Q4 | $51K | Buy |
+726
| New | +$51K | 0.01% | 236 |
|