EWM
EPG 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 | $360K | Buy |
1,168
+11
| +1% | +$3.39K | 0.11% | 153 |
|
|
2025
Q1 | $353K | Buy |
1,157
+8
| +0.7% | +$2.44K | 0.1% | 184 |
|
|
2024
Q4 | $336K | Sell |
1,149
-106
| -8% | -$31K | 0.09% | 187 |
|
|
2024
Q3 | $347K | Buy |
+1,255
| New | +$347K | 0.09% | 192 |
|
|
2024
Q2 | – | Sell |
-1,006
| Closed | -$251K | – | 204 |
|
|
2024
Q1 | $251K | Sell |
1,006
-61
| -6% | -$15.2K | 0.06% | 231 |
|
|
2023
Q4 | $266K | Sell |
1,067
-120
| -10% | -$30K | 0.07% | 214 |
|
|
2023
Q3 | $285K | Sell |
1,187
-15
| -1% | -$3.61K | 0.09% | 196 |
|
|
2023
Q2 | $264K | Buy |
1,202
+2
| +0.2% | +$440 | 0.08% | 203 |
|
|
2023
Q1 | $267K | Sell |
1,200
-1,175
| -49% | -$262K | 0.08% | 196 |
|
|
2022
Q4 | $567K | Sell |
2,375
-9
| -0.4% | -$2.15K | 0.22% | 100 |
|
|
2022
Q3 | $539K | Buy |
2,384
+326
| +16% | +$73.7K | 0.22% | 96 |
|
|
2022
Q2 | $432K | Buy |
2,058
+6
| +0.3% | +$1.26K | 0.18% | 113 |
|
|
2022
Q1 | $467K | Buy |
2,052
+71
| +4% | +$16.2K | 0.16% | 119 |
|
|
2021
Q4 | $488K | Buy |
1,981
+73
| +4% | +$18K | 0.17% | 121 |
|
|
2021
Q3 | $381K | Buy |
1,908
+92
| +5% | +$18.4K | 0.15% | 134 |
|
|
2021
Q2 | $361K | Sell |
1,816
-24
| -1% | -$4.77K | 0.15% | 138 |
|
|
2021
Q1 | $347K | Buy |
1,840
+81
| +5% | +$15.3K | 0.17% | 124 |
|
|
2020
Q4 | $310K | Buy |
1,759
+273
| +18% | +$48.1K | 0.19% | 107 |
|
|
2020
Q3 | $207K | Buy |
1,486
+1
| +0.1% | +$139 | 0.15% | 121 |
|
|
2020
Q2 | $221K | Buy |
1,485
+665
| +81% | +$99K | 0.16% | 131 |
|
|
2020
Q1 | $112K | Buy |
820
+248
| +43% | +$33.9K | 0.08% | 163 |
|
|
2019
Q4 | $98K | Buy |
+572
| New | +$98K | 0.07% | 156 |
|