CPWA
Cerro Pacific 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 | $936K | Sell |
3,035
-289
| -9% | -$89.1K | 0.26% | 73 |
|
|
2025
Q1 | $973K | Sell |
3,324
-7
| -0.2% | -$2.05K | 0.32% | 68 |
|
|
2024
Q4 | $922K | Sell |
3,331
-63
| -2% | -$17.4K | 0.31% | 71 |
|
|
2024
Q3 | $810K | Hold |
3,394
| – | – | 0.31% | 70 |
|
|
2024
Q2 | $810K | Buy |
+3,394
| New | +$810K | 0.31% | 71 |
|
|
2023
Q1 | $1.01M | Sell |
4,545
-1,825
| -29% | -$406K | 0.56% | 48 |
|
|
2022
Q4 | $1.52M | Buy |
6,370
+14
| +0.2% | +$3.34K | 0.81% | 34 |
|
|
2022
Q3 | $1.44M | Sell |
6,356
-305
| -5% | -$69K | 0.87% | 29 |
|
|
2022
Q2 | $1.4M | Sell |
6,661
-2,138
| -24% | -$449K | 0.87% | 27 |
|
|
2022
Q1 | $2M | Buy |
8,799
+92
| +1% | +$20.9K | 1.23% | 16 |
|
|
2021
Q4 | $2.15M | Buy |
8,707
+174
| +2% | +$42.9K | 1.36% | 16 |
|
|
2021
Q3 | $1.71M | Buy |
8,533
+713
| +9% | +$143K | 1.23% | 17 |
|
|
2021
Q2 | $1.55M | Buy |
+7,820
| New | +$1.55M | 1.15% | 17 |
|
|
2020
Q4 | $1.29M | Buy |
+7,316
| New | +$1.29M | 0.77% | 35 |
|