MGWM
Marks Group 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 | $9.03M | Sell |
29,283
-661
| -2% | -$204K | 0.84% | 42 |
|
|
2025
Q1 | $9.15M | Sell |
29,944
-249
| -0.8% | -$76.1K | 0.88% | 31 |
|
|
2024
Q4 | $8.84M | Sell |
30,193
-1,232
| -4% | -$361K | 0.87% | 38 |
|
|
2024
Q3 | $8.7M | Buy |
31,425
+263
| +0.8% | +$72.8K | 0.83% | 46 |
|
|
2024
Q2 | $7.44M | Buy |
31,162
+568
| +2% | +$136K | 0.78% | 57 |
|
|
2024
Q1 | $7.64M | Buy |
30,594
+13,362
| +78% | +$3.34M | 0.8% | 54 |
|
|
2023
Q4 | $4.01M | Buy |
+17,232
| New | +$4.01M | 0.46% | 78 |
|
|
2021
Q2 | – | Sell |
-30,116
| Closed | -$5.69M | – | 270 |
|
|
2021
Q1 | $5.69M | Sell |
30,116
-1,948
| -6% | -$368K | 0.84% | 35 |
|
|
2020
Q4 | $5.65M | Sell |
32,064
-786
| -2% | -$139K | 0.88% | 27 |
|
|
2020
Q3 | $4.58M | Buy |
32,850
+3,885
| +13% | +$542K | 0.83% | 45 |
|
|
2020
Q2 | $4.32M | Buy |
+28,965
| New | +$4.32M | 0.88% | 40 |
|