DWM
Dogwood 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 | $765K | Sell |
2,494
-42
| -2% | -$12.9K | 0.37% | 55 |
|
|
2025
Q1 | $780K | Buy |
2,536
+88
| +4% | +$27K | 0.41% | 45 |
|
|
2024
Q4 | $717K | Buy |
2,448
+2,337
| +2,105% | +$684K | 0.38% | 46 |
|
|
2024
Q3 | $30.8K | Hold |
111
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $26.4K | Buy |
111
+1
| +0.9% | +$238 | 0.02% | 132 |
|
|
2024
Q1 | $27.5K | Buy |
110
+1
| +0.9% | +$250 | 0.02% | 144 |
|
|
2023
Q4 | $25.5K | Buy |
+109
| New | +$25.5K | 0.02% | 142 |
|