GWAM
Guardian Wealth Advisors (Minnesota)’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,149
-60
| -5% | -$18.5K | 0.21% | 49 |
|
|
2025
Q1 | $369K | Sell |
1,209
-224
| -16% | -$68.4K | 0.24% | 51 |
|
|
2024
Q4 | $419K | Sell |
1,433
-74
| -5% | -$21.7K | 0.27% | 49 |
|
|
2024
Q3 | $417K | Buy |
1,507
+4
| +0.3% | +$1.11K | 0.26% | 51 |
|
|
2024
Q2 | $359K | Buy |
1,503
+10
| +0.7% | +$2.39K | 0.23% | 56 |
|
|
2024
Q1 | $373K | Sell |
1,493
-33
| -2% | -$8.24K | 0.24% | 53 |
|
|
2023
Q4 | $356K | Buy |
1,526
+37
| +2% | +$8.62K | 0.25% | 48 |
|
|
2023
Q3 | $358K | Sell |
1,489
-33
| -2% | -$7.94K | 0.27% | 49 |
|
|
2023
Q2 | $335K | Sell |
1,522
-5
| -0.3% | -$1.1K | 0.25% | 52 |
|
|
2023
Q1 | $340K | Buy |
1,527
+120
| +9% | +$26.7K | 0.27% | 49 |
|
|
2022
Q4 | $336K | Sell |
1,407
-60
| -4% | -$14.3K | 0.3% | 48 |
|
|
2022
Q3 | $332K | Buy |
1,467
+15
| +1% | +$3.4K | 0.32% | 47 |
|
|
2022
Q2 | $305K | Buy |
1,452
+120
| +9% | +$25.2K | 0.28% | 51 |
|
|
2022
Q1 | $303K | Buy |
1,332
+44
| +3% | +$10K | 0.25% | 52 |
|
|
2021
Q4 | $318K | Sell |
1,288
-5
| -0.4% | -$1.23K | 0.25% | 53 |
|
|
2021
Q3 | $259K | Sell |
1,293
-130
| -9% | -$26K | 0.23% | 56 |
|
|
2021
Q2 | $283K | Sell |
1,423
-44
| -3% | -$8.75K | 0.24% | 53 |
|
|
2021
Q1 | $276K | Sell |
1,467
-39
| -3% | -$7.34K | 0.26% | 55 |
|
|
2020
Q4 | $265K | Buy |
+1,506
| New | +$265K | 0.26% | 56 |
|