CWP
CFM Wealth Partners’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Hold |
1,465
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $448K | Sell |
1,465
-30
| -2% | -$9.17K | 0.08% | 102 |
|
|
2024
Q4 | $438K | Sell |
1,495
-25
| -2% | -$7.32K | 0.07% | 100 |
|
|
2024
Q3 | $421K | Buy |
1,520
+25
| +2% | +$6.92K | 0.07% | 108 |
|
|
2024
Q2 | $357K | Sell |
1,495
-50
| -3% | -$11.9K | 0.07% | 118 |
|
|
2024
Q1 | $386K | Buy |
1,545
+50
| +3% | +$12.5K | 0.08% | 117 |
|
|
2023
Q4 | $348K | Hold |
1,495
| – | – | 0.08% | 128 |
|
|
2023
Q3 | $360K | Hold |
1,495
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $329K | Buy |
1,495
+30
| +2% | +$6.59K | 0.08% | 135 |
|
|
2023
Q1 | $326K | Hold |
1,465
| – | – | 0.09% | 124 |
|
|
2022
Q4 | $350K | Hold |
1,465
| – | – | 0.1% | 125 |
|
|
2022
Q3 | $331K | Hold |
1,465
| – | – | 0.11% | 124 |
|
|
2022
Q2 | $308K | Sell |
1,465
-390
| -21% | -$82K | 0.09% | 131 |
|
|
2022
Q1 | $422K | Buy |
1,855
+335
| +22% | +$76.2K | 0.1% | 125 |
|
|
2021
Q4 | $371K | Hold |
1,520
| – | – | 0.08% | 130 |
|
|
2021
Q3 | $303K | Hold |
1,520
| – | – | 0.08% | 146 |
|
|
2021
Q2 | $302K | Hold |
1,520
| – | – | 0.08% | 134 |
|
|
2021
Q1 | $286K | Hold |
1,520
| – | – | 0.09% | 132 |
|
|
2020
Q4 | $268K | Hold |
1,520
| – | – | 0.09% | 125 |
|
|
2020
Q3 | $212K | Sell |
1,520
-182
| -11% | -$25.4K | 0.08% | 141 |
|
|
2020
Q2 | $253K | Hold |
1,702
| – | – | 0.1% | 124 |
|
|
2020
Q1 | $233K | Hold |
1,702
| – | – | 0.11% | 117 |
|
|
2019
Q4 | $298K | Buy |
+1,702
| New | +$298K | 0.11% | 113 |
|