HWMO
Heritage Wealth Management (Ohio)’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,340
+35
| +1% | +$10.8K | 0.33% | 78 |
|
|
2025
Q1 | $1.01M | Buy |
3,305
+20
| +0.6% | +$6.11K | 0.34% | 76 |
|
|
2024
Q4 | $962K | Hold |
3,285
| – | – | 0.32% | 79 |
|
|
2024
Q3 | $909K | Hold |
3,285
| – | – | 0.3% | 85 |
|
|
2024
Q2 | $774K | Buy |
+3,285
| New | +$774K | 0.26% | 97 |
|