DWM
Diversify 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 | $4.75M | Buy |
15,868
+1,588
| +11% | +$476K | 0.29% | 94 |
|
2025
Q1 | $4.22M | Buy |
14,280
+2,998
| +27% | +$887K | 0.31% | 88 |
|
2024
Q4 | $3.24M | Buy |
11,282
+5,712
| +103% | +$1.64M | 0.25% | 112 |
|
2024
Q3 | $1.62M | Buy |
5,570
+869
| +18% | +$252K | 0.16% | 153 |
|
2024
Q2 | $1.21M | Buy |
+4,701
| New | +$1.21M | 0.15% | 143 |
|