IWS
Insight Wealth Strategies’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
15,130
-925
| -6% | -$287K | 0.59% | 44 |
|
|
2025
Q1 | $4.91M | Buy |
16,055
+58
| +0.4% | +$17.7K | 0.66% | 34 |
|
|
2024
Q4 | $4.68M | Buy |
+15,997
| New | +$4.68M | 0.63% | 39 |
|
|
2021
Q2 | – | Sell |
-8,230
| Closed | -$1.55M | – | 184 |
|
|
2021
Q1 | $1.55M | Buy |
8,230
+5,249
| +176% | +$989K | 0.21% | 69 |
|
|
2020
Q4 | $525K | Buy |
2,981
+261
| +10% | +$46K | 0.09% | 111 |
|
|
2020
Q3 | $379K | Buy |
2,720
+692
| +34% | +$96.4K | 0.07% | 122 |
|
|
2020
Q2 | $302K | Buy |
2,028
+54
| +3% | +$8.04K | 0.07% | 128 |
|
|
2020
Q1 | $270K | Sell |
1,974
-2,668
| -57% | -$365K | 0.07% | 121 |
|
|
2019
Q4 | $791K | Sell |
4,642
-7,299
| -61% | -$1.24M | 0.17% | 94 |
|
|
2019
Q3 | $1.93M | Buy |
11,941
+976
| +9% | +$158K | 0.45% | 40 |
|
|
2019
Q2 | $1.81M | Buy |
10,965
+1,718
| +19% | +$284K | 0.44% | 37 |
|
|
2019
Q1 | $1.48M | Buy |
9,247
+244
| +3% | +$39K | 0.41% | 48 |
|
|
2018
Q4 | $1.18M | Buy |
+9,003
| New | +$1.18M | 0.36% | 46 |
|