JWM
Jacobus Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $945K | Hold |
8,640
| – | – | 0.25% | 74 |
|
|
2017
Q2 | $885K | Hold |
8,640
| – | – | 0.24% | 76 |
|
|
2017
Q1 | $885K | Hold |
8,640
| – | – | 0.25% | 74 |
|
|
2016
Q4 | $888K | Hold |
8,640
| – | – | 0.26% | 72 |
|
|
2016
Q3 | $762K | Buy |
8,640
+725
| +9% | +$63.9K | 0.22% | 76 |
|
|
2016
Q2 | $727K | Sell |
7,915
-223
| -3% | -$20.5K | 0.22% | 79 |
|
|
2016
Q1 | $730K | Buy |
8,138
+12
| +0.1% | +$1.08K | 0.21% | 88 |
|
|
2015
Q4 | $688K | Sell |
8,126
-885
| -10% | -$74.9K | 0.2% | 96 |
|
|
2015
Q3 | $724K | Hold |
9,011
| – | – | 0.21% | 85 |
|
|
2015
Q2 | $723K | Sell |
9,011
-18
| -0.2% | -$1.44K | 0.18% | 95 |
|
|
2015
Q1 | $773K | Buy |
9,029
+119
| +1% | +$10.2K | 0.2% | 87 |
|
|
2014
Q4 | $743K | Buy |
8,910
+110
| +1% | +$9.17K | 0.19% | 86 |
|
|
2014
Q3 | $731K | Hold |
8,800
| – | – | 0.2% | 97 |
|
|
2014
Q2 | $698K | Hold |
8,800
| – | – | 0.18% | 106 |
|
|
2014
Q1 | $680K | Hold |
8,800
| – | – | 0.17% | 106 |
|
|
2013
Q4 | $711K | Hold |
8,800
| – | – | 0.21% | 97 |
|
|
2013
Q3 | $637K | Hold |
8,800
| – | – | 0.22% | 82 |
|
|
2013
Q2 | $606K | Buy |
+8,800
| New | +$606K | 0.22% | 86 |
|