CWM
Compass 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 | – | Sell |
-232
| Closed | -$70.9K | – | 157 |
|
|
2025
Q1 | $70.9K | Hold |
232
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $67.9K | Hold |
232
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $64.2K | Sell |
232
-35
| -13% | -$9.69K | 0.02% | 231 |
|
|
2024
Q2 | $63.7K | Hold |
267
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $66.7K | Hold |
267
| – | – | 0.02% | 227 |
|
|
2023
Q4 | $62.2K | Hold |
267
| – | – | 0.02% | 228 |
|
|
2023
Q3 | $64.2K | Hold |
267
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $58.7K | Hold |
267
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $59.4K | Hold |
267
| – | – | 0.02% | 225 |
|
|
2022
Q4 | $63.8K | Buy |
+267
| New | +$63.8K | 0.02% | 211 |
|