KWM
Kolinsky Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $353K | Buy |
1,205
+158
| +15% | +$46.3K | 0.22% | 101 |
|
|
2024
Q3 | $290K | Buy |
1,047
+8
| +0.8% | +$2.21K | 0.19% | 122 |
|
|
2024
Q2 | $248K | Sell |
1,039
-1
| -0.1% | -$239 | 0.18% | 124 |
|
|
2024
Q1 | $260K | Buy |
1,040
+18
| +2% | +$4.5K | 0.2% | 115 |
|
|
2023
Q4 | $238K | Sell |
1,022
-19
| -2% | -$4.43K | 0.21% | 117 |
|
|
2023
Q3 | $250K | Buy |
1,041
+13
| +1% | +$3.13K | 0.25% | 98 |
|
|
2023
Q2 | $222K | Sell |
1,028
-3
| -0.3% | -$649 | 0.21% | 116 |
|
|
2023
Q1 | $230K | Sell |
1,031
-30
| -3% | -$6.69K | 0.24% | 111 |
|
|
2022
Q4 | $253K | Sell |
1,061
-22
| -2% | -$5.25K | 0.29% | 96 |
|
|
2022
Q3 | $245K | Sell |
1,083
-73
| -6% | -$16.5K | 0.31% | 89 |
|
|
2022
Q2 | $243K | Buy |
1,156
+12
| +1% | +$2.52K | 0.29% | 95 |
|
|
2022
Q1 | $260K | Buy |
1,144
+18
| +2% | +$4.09K | 0.26% | 103 |
|
|
2021
Q4 | $278K | Buy |
+1,126
| New | +$278K | 0.26% | 101 |
|