GWM
Gitterman 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 | $222K | Buy |
717
+17
| +2% | +$5.26K | 0.05% | 127 |
|
|
2025
Q1 | $215K | Sell |
700
-16
| -2% | -$4.91K | 0.06% | 110 |
|
|
2024
Q4 | $211K | Sell |
716
-97
| -12% | -$28.5K | 0.09% | 110 |
|
|
2024
Q3 | $226K | Sell |
813
-205
| -20% | -$56.9K | 0.09% | 104 |
|
|
2024
Q2 | $244K | Sell |
1,018
-134
| -12% | -$32.1K | 0.09% | 77 |
|
|
2024
Q1 | $288K | Buy |
1,152
+25
| +2% | +$6.25K | 0.11% | 62 |
|
|
2023
Q4 | $263K | Sell |
1,127
-4
| -0.4% | -$933 | 0.12% | 60 |
|
|
2023
Q3 | $272K | Buy |
1,131
+62
| +6% | +$14.9K | 0.13% | 41 |
|
|
2023
Q2 | $235K | Buy |
+1,069
| New | +$235K | 0.11% | 64 |
|