LGWM
Litman Gregory 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 | $1.21M | Hold |
3,932
| – | – | 0.1% | 72 |
|
|
2025
Q1 | $1.2M | Hold |
3,932
| – | – | 0.1% | 71 |
|
|
2024
Q4 | $1.15M | Sell |
3,932
-400
| -9% | -$117K | 0.1% | 67 |
|
|
2024
Q3 | $1.2M | Buy |
4,332
+3,190
| +279% | +$883K | 0.1% | 70 |
|
|
2024
Q2 | $273K | Hold |
1,142
| – | – | 0.02% | 116 |
|
|
2024
Q1 | $285K | Buy |
+1,142
| New | +$285K | 0.03% | 112 |
|
|
2020
Q1 | – | Sell |
-112
| Closed | -$19K | – | 166 |
|
|
2019
Q4 | $19K | Buy |
+112
| New | +$19K | ﹤0.01% | 126 |
|
|
2018
Q2 | – | Sell |
-262
| Closed | -$30K | – | 96 |
|
|
2018
Q1 | $30K | Buy |
+262
| New | +$30K | 0.01% | 115 |
|