CWP
Core 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 | $1.25M | Buy |
4,049
+26
| +0.6% | +$8.02K | 0.63% | 44 |
|
2025
Q1 | $1.23M | Sell |
4,023
-122
| -3% | -$37.3K | 0.71% | 33 |
|
2024
Q4 | $1.21M | Buy |
4,145
+8
| +0.2% | +$2.34K | 0.7% | 39 |
|
2024
Q3 | $1.14M | Hold |
4,137
| – | – | 0.69% | 36 |
|
2024
Q2 | $988K | Buy |
4,137
+8
| +0.2% | +$1.91K | 0.67% | 35 |
|
2024
Q1 | $1.03M | Buy |
4,129
+10
| +0.2% | +$2.5K | 0.78% | 28 |
|
2023
Q4 | $960K | Buy |
4,119
+6
| +0.1% | +$1.4K | 0.79% | 26 |
|
2023
Q3 | $990K | Hold |
4,113
| – | – | 0.9% | 24 |
|
2023
Q2 | $904K | Hold |
4,113
| – | – | 0.84% | 29 |
|
2023
Q1 | $916K | Sell |
4,113
-6,103
| -60% | -$1.36M | 0.92% | 25 |
|
2022
Q4 | $747K | Buy |
+10,216
| New | +$747K | 0.84% | 34 |
|