LWAM
Legacy Wealth Asset Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
2,519
-21
| -0.8% | -$6.48K | 0.2% | 138 |
|
|
2025
Q1 | $776K | Sell |
2,540
-45
| -2% | -$13.7K | 0.21% | 133 |
|
|
2024
Q4 | $757K | Sell |
2,585
-35
| -1% | -$10.2K | 0.21% | 135 |
|
|
2024
Q3 | $725K | Sell |
2,620
-3
| -0.1% | -$830 | 0.19% | 157 |
|
|
2024
Q2 | $626K | Buy |
2,623
+12
| +0.5% | +$2.86K | 0.18% | 181 |
|
|
2024
Q1 | $652K | Buy |
2,611
+13
| +0.5% | +$3.25K | 0.18% | 167 |
|
|
2023
Q4 | $605K | Sell |
2,598
-11
| -0.4% | -$2.56K | 0.2% | 169 |
|
|
2023
Q3 | $628K | Sell |
2,609
-8
| -0.3% | -$1.93K | 0.23% | 140 |
|
|
2023
Q2 | $575K | Sell |
2,617
-10
| -0.4% | -$2.2K | 0.2% | 171 |
|
|
2023
Q1 | $585K | Sell |
2,627
-7
| -0.3% | -$1.56K | 0.21% | 161 |
|
|
2022
Q4 | $629K | Sell |
2,634
-8
| -0.3% | -$1.91K | 0.24% | 143 |
|
|
2022
Q3 | $598K | Sell |
2,642
-1,950
| -42% | -$441K | 0.26% | 134 |
|
|
2022
Q2 | $965K | Buy |
4,592
+22
| +0.5% | +$4.62K | 0.39% | 77 |
|
|
2022
Q1 | $1.04M | Buy |
4,570
+140
| +3% | +$31.9K | 0.37% | 88 |
|
|
2021
Q4 | $1.09M | Buy |
4,430
+44
| +1% | +$10.8K | 0.37% | 74 |
|
|
2021
Q3 | $877K | Buy |
4,386
+6
| +0.1% | +$1.2K | 0.4% | 90 |
|
|
2021
Q2 | $870K | Buy |
4,380
+66
| +2% | +$13.1K | 0.39% | 94 |
|
|
2021
Q1 | $813K | Buy |
4,314
+86
| +2% | +$16.2K | 0.38% | 95 |
|
|
2020
Q4 | $745K | Buy |
+4,228
| New | +$745K | 0.38% | 96 |
|