JWM
JGP 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 | $19.3M | Sell |
62,481
-6
| -0% | -$1.85K | 2.34% | 8 |
|
|
2025
Q1 | $19.1M | Sell |
62,487
-6,273
| -9% | -$1.92M | 2.51% | 8 |
|
|
2024
Q4 | $20.1M | Buy |
68,760
+405
| +0.6% | +$119K | 2.6% | 7 |
|
|
2024
Q3 | $18.9M | Sell |
68,355
-197
| -0.3% | -$54.5K | 2.44% | 7 |
|
|
2024
Q2 | $16.4M | Sell |
68,552
-18
| -0% | -$4.3K | 2.33% | 8 |
|
|
2024
Q1 | $17.1M | Sell |
68,570
-4,467
| -6% | -$1.12M | 2.49% | 6 |
|
|
2023
Q4 | $17M | Sell |
73,037
-260
| -0.4% | -$60.6K | 2.53% | 6 |
|
|
2023
Q3 | $17.6M | Buy |
73,297
+213
| +0.3% | +$51.2K | 2.96% | 4 |
|
|
2023
Q2 | $16.1M | Buy |
73,084
+1,421
| +2% | +$312K | 2.63% | 4 |
|
|
2023
Q1 | $16M | Buy |
71,663
+2,737
| +4% | +$609K | 2.8% | 4 |
|
|
2022
Q4 | $16.5M | Sell |
68,926
-898
| -1% | -$214K | 3.02% | 4 |
|
|
2022
Q3 | $15.9M | Buy |
69,824
+1,202
| +2% | +$273K | 3.34% | 3 |
|
|
2022
Q2 | $14.9M | Buy |
68,622
+2,269
| +3% | +$493K | 3.01% | 3 |
|
|
2022
Q1 | $15.8M | Buy |
66,353
+4,526
| +7% | +$1.08M | 2.91% | 3 |
|
|
2021
Q4 | $15M | Buy |
61,827
+2,518
| +4% | +$612K | 2.8% | 6 |
|
|
2021
Q3 | $11.9M | Buy |
59,309
+4,077
| +7% | +$815K | 2.56% | 8 |
|
|
2021
Q2 | $11M | Buy |
55,232
+17,575
| +47% | +$3.49M | 2.36% | 9 |
|
|
2021
Q1 | $7.1M | Buy |
37,657
+492
| +1% | +$92.7K | 1.59% | 19 |
|
|
2020
Q4 | $6.34M | Buy |
37,165
+1,700
| +5% | +$290K | 1.47% | 19 |
|
|
2020
Q3 | $5.1M | Buy |
35,465
+2,497
| +8% | +$359K | 1.35% | 26 |
|
|
2020
Q2 | $4.88M | Buy |
32,968
+2,999
| +10% | +$444K | 1.44% | 24 |
|
|
2020
Q1 | $4.15M | Buy |
29,969
+211
| +0.7% | +$29.2K | 1.47% | 29 |
|
|
2019
Q4 | $5.07M | Buy |
29,758
+3,683
| +14% | +$627K | 1.5% | 26 |
|
|
2019
Q3 | $4.08M | Buy |
26,075
+514
| +2% | +$80.5K | 1.42% | 30 |
|
|
2019
Q2 | $4.23M | Buy |
25,561
+157
| +0.6% | +$26K | 1.5% | 23 |
|
|
2019
Q1 | $4.06M | Buy |
25,404
+805
| +3% | +$129K | 1.54% | 19 |
|
|
2018
Q4 | $3.23M | Buy |
24,599
+1,559
| +7% | +$204K | 1.33% | 27 |
|
|
2018
Q3 | $3.47M | Buy |
23,040
+54
| +0.2% | +$8.14K | 1.39% | 26 |
|
|
2018
Q2 | $3.08M | Buy |
+22,986
| New | +$3.08M | 1.29% | 31 |
|