KWM
Kingsview 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 | $8.63M | Sell |
27,997
-38
| -0.1% | -$11.7K | 0.15% | 148 |
|
|
2025
Q1 | $8.57M | Sell |
28,035
-377
| -1% | -$115K | 0.16% | 141 |
|
|
2024
Q4 | $8.32M | Sell |
28,412
-453
| -2% | -$133K | 0.16% | 139 |
|
|
2024
Q3 | $7.99M | Buy |
28,865
+1,008
| +4% | +$279K | 0.17% | 129 |
|
|
2024
Q2 | $6.65M | Buy |
27,857
+231
| +0.8% | +$55.1K | 0.16% | 144 |
|
|
2024
Q1 | $6.9M | Sell |
27,626
-104
| -0.4% | -$26K | 0.17% | 134 |
|
|
2023
Q4 | $6.46M | Buy |
27,730
+698
| +3% | +$163K | 0.19% | 128 |
|
|
2023
Q3 | $6.5M | Buy |
27,032
+505
| +2% | +$121K | 0.23% | 102 |
|
|
2023
Q2 | $5.83M | Buy |
26,527
+3,211
| +14% | +$706K | 0.23% | 98 |
|
|
2023
Q1 | $5.19M | Sell |
23,316
-181
| -0.8% | -$40.3K | 0.22% | 103 |
|
|
2022
Q4 | $5.61M | Sell |
23,497
-298
| -1% | -$71.2K | 0.24% | 101 |
|
|
2022
Q3 | $5.38M | Buy |
23,795
+681
| +3% | +$154K | 0.26% | 93 |
|
|
2022
Q2 | $4.86M | Buy |
23,114
+2,684
| +13% | +$564K | 0.23% | 108 |
|
|
2022
Q1 | $4.65M | Sell |
20,430
-787
| -4% | -$179K | 0.2% | 113 |
|
|
2021
Q4 | $5.23M | Buy |
21,217
+96
| +0.5% | +$23.7K | 0.22% | 102 |
|
|
2021
Q3 | $4.22M | Buy |
21,121
+194
| +0.9% | +$38.8K | 0.2% | 114 |
|
|
2021
Q2 | $4.18M | Buy |
20,927
+491
| +2% | +$98.1K | 0.21% | 117 |
|
|
2021
Q1 | $3.87M | Sell |
20,436
-5,220
| -20% | -$989K | 0.22% | 106 |
|
|
2020
Q4 | $4.52M | Buy |
25,656
+1,334
| +5% | +$235K | 0.33% | 71 |
|
|
2020
Q3 | $3.39M | Buy |
24,322
+199
| +0.8% | +$27.8K | 0.3% | 81 |
|
|
2020
Q2 | $3.59M | Sell |
24,123
-562
| -2% | -$83.7K | 0.36% | 71 |
|
|
2020
Q1 | $3.37M | Buy |
24,685
+3,384
| +16% | +$463K | 0.46% | 66 |
|
|
2019
Q4 | $3.63M | Buy |
21,301
+2,602
| +14% | +$444K | 0.46% | 69 |
|
|
2019
Q3 | $3.02M | Buy |
18,699
+3,167
| +20% | +$511K | 0.47% | 59 |
|
|
2019
Q2 | $2.57M | Buy |
15,532
+72
| +0.5% | +$11.9K | 0.43% | 63 |
|
|
2019
Q1 | $2.47M | Buy |
+15,460
| New | +$2.47M | 0.38% | 70 |
|
|
2018
Q3 | – | Sell |
-2,940
| Closed | -$394K | – | 351 |
|
|
2018
Q2 | $394K | Hold |
2,940
| – | – | 0.09% | 228 |
|
|
2018
Q1 | $334K | Buy |
2,940
+428
| +17% | +$48.6K | 0.08% | 246 |
|
|
2017
Q4 | $294K | Buy |
+2,512
| New | +$294K | 0.1% | 245 |
|