JPWM
Jamison Private 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 | $9.01M | Sell |
29,217
-202
| -0.7% | -$62.3K | 1.29% | 26 |
|
|
2025
Q1 | $8.99M | Sell |
29,419
-100
| -0.3% | -$30.6K | 1.37% | 23 |
|
|
2024
Q4 | $8.64M | Buy |
29,519
+160
| +0.5% | +$46.8K | 1.28% | 26 |
|
|
2024
Q3 | $8.12M | Buy |
29,359
+174
| +0.6% | +$48.2K | 1.24% | 27 |
|
|
2024
Q2 | $6.97M | Sell |
29,185
-368
| -1% | -$87.8K | 1.16% | 29 |
|
|
2024
Q1 | $7.38M | Sell |
29,553
-73
| -0.2% | -$18.2K | 1.25% | 26 |
|
|
2023
Q4 | $6.9M | Sell |
29,626
-288
| -1% | -$67.1K | 1.29% | 24 |
|
|
2023
Q3 | $7.2M | Buy |
+29,914
| New | +$7.2M | 1.49% | 18 |
|