CWM
CarsonAllaria 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 | $47.3K | Hold |
153
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $46.9K | Buy |
153
+1
| +0.7% | +$306 | 0.03% | 133 |
|
|
2024
Q4 | $44.7K | Buy |
152
+1
| +0.7% | +$294 | 0.03% | 137 |
|
|
2024
Q3 | $42K | Hold |
151
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $36K | Buy |
151
+1
| +0.7% | +$239 | 0.02% | 141 |
|
|
2024
Q1 | $37.5K | Buy |
150
+1
| +0.7% | +$250 | 0.02% | 148 |
|
|
2023
Q4 | $34.8K | Hold |
149
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $36K | Buy |
149
+1
| +0.7% | +$241 | 0.03% | 128 |
|
|
2023
Q2 | $32.7K | Buy |
148
+1
| +0.7% | +$221 | 0.03% | 138 |
|
|
2023
Q1 | $32.9K | Hold |
147
| – | – | 0.03% | 134 |
|
|
2022
Q4 | $35K | Buy |
+147
| New | +$35K | 0.03% | 119 |
|