GWMR
GC Wealth Management RIA’s Automatic Data Processing ADP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.39M | Buy |
7,738
+5,081
| +191% | +$1.57M | 0.2% | 115 |
|
2025
Q1 | $812K | Buy |
2,657
+46
| +2% | +$14.1K | 0.15% | 128 |
|
2024
Q4 | $764K | Sell |
2,611
-200
| -7% | -$58.5K | 0.13% | 132 |
|
2024
Q3 | $778K | Sell |
2,811
-145
| -5% | -$40.1K | 0.14% | 130 |
|
2024
Q2 | $706K | Sell |
2,956
-267
| -8% | -$63.7K | 0.14% | 132 |
|
2024
Q1 | $805K | Sell |
3,223
-154
| -5% | -$38.5K | 0.16% | 114 |
|
2023
Q4 | $787K | Buy |
+3,377
| New | +$787K | 0.35% | 73 |
|