CTWM
Cherry Tree 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 | $142K | Sell |
459
-13
| -3% | -$4.01K | 0.03% | 185 |
|
|
2025
Q1 | $144K | Buy |
472
+13
| +3% | +$3.97K | 0.03% | 180 |
|
|
2024
Q4 | $134K | Hold |
459
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $127K | Hold |
459
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $110K | Hold |
459
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $115K | Sell |
459
-7
| -2% | -$1.75K | 0.03% | 191 |
|
|
2023
Q4 | $109K | Hold |
466
| – | – | 0.03% | 189 |
|
|
2023
Q3 | $112K | Hold |
466
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $102K | Buy |
+466
| New | +$102K | 0.03% | 188 |
|