IWM
Integris 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 | $357K | Hold |
1,156
| – | – | 0.09% | 80 |
|
|
2025
Q1 | $353K | Sell |
1,156
-46
| -4% | -$14.1K | 0.1% | 73 |
|
|
2024
Q4 | $352K | Sell |
1,202
-42
| -3% | -$12.3K | 0.1% | 71 |
|
|
2024
Q3 | $344K | Hold |
1,244
| – | – | 0.1% | 70 |
|
|
2024
Q2 | $297K | Hold |
1,244
| – | – | 0.09% | 74 |
|
|
2024
Q1 | $311K | Sell |
1,244
-6
| -0.5% | -$1.5K | 0.09% | 70 |
|
|
2023
Q4 | $291K | Sell |
1,250
-42
| -3% | -$9.79K | 0.09% | 74 |
|
|
2023
Q3 | $311K | Hold |
1,292
| – | – | 0.1% | 64 |
|
|
2023
Q2 | $284K | Hold |
1,292
| – | – | 0.1% | 65 |
|
|
2023
Q1 | $288K | Hold |
1,292
| – | – | 0.11% | 64 |
|
|
2022
Q4 | $309K | Buy |
+1,292
| New | +$309K | 0.12% | 61 |
|