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LWM
Laidlaw Wealth Management’s
Automatic Data Processing
ADP
Stock Holding History
Laidlaw Wealth Management’s Portfolio
ADP Stock Details
ADP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-1,214
Closed
-$283K
–
176
2023
Q4
$283K
Buy
1,214
+234
+24%
+$54.5K
0.1%
191
2023
Q3
$236K
Sell
980
-625
-39%
-$152K
0.08%
234
2023
Q2
$353K
Sell
1,605
-248
-13%
-$53.5K
0.07%
239
2023
Q1
$413K
Sell
1,853
-66
-3%
-$14.9K
0.08%
222
2022
Q4
$458K
Buy
1,919
+21
+1%
+$5.16K
0.1%
206
2022
Q3
$429K
Buy
1,898
+453
+31%
+$107K
0.1%
187
2022
Q2
$303K
Buy
1,445
+95
+7%
+$20.8K
0.06%
265
2022
Q1
$307K
Sell
1,350
-176
-12%
-$37.7K
0.05%
296
2021
Q4
$376K
Buy
+1,526
New
+$345K
0.06%
268
2021
Q3
–
Sell
-1,425
Closed
-$283K
–
249
2021
Q2
$283K
Buy
+1,425
New
+$277K
0.07%
200
2021
Q1
–
Sell
-1,443
Closed
-$254K
–
218
2020
Q4
$254K
Buy
+1,443
New
+$237K
0.05%
294
2020
Q3
–
Sell
-1,457
Closed
-$217K
–
206
2020
Q2
$217K
Sell
1,457
-20
-1%
-$2.86K
0.11%
163
2020
Q1
$202K
Sell
1,477
-98
-6%
-$15.8K
0.13%
138
2019
Q4
$268K
Buy
+1,575
New
+$261K
0.17%
133
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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