LAM
Lummis 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 | $634K | Hold |
2,070
| – | – | 0.42% | 42 |
|
|
2025
Q1 | $625K | Buy |
2,070
+1,572
| +316% | +$474K | 0.43% | 42 |
|
|
2024
Q4 | $146K | Sell |
498
-1
| -0.2% | -$293 | 0.18% | 44 |
|
|
2024
Q3 | $138K | Hold |
499
| – | – | 0.16% | 48 |
|
|
2024
Q2 | $119K | Sell |
499
-2
| -0.4% | -$477 | 0.16% | 47 |
|
|
2024
Q1 | $125K | Sell |
501
-1,607
| -76% | -$401K | 0.17% | 45 |
|
|
2023
Q4 | $491K | Buy |
+2,108
| New | +$491K | 0.38% | 42 |
|