MWA
Martel Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
1,000
| – | – | 0.06% | 53 |
|
|
2025
Q1 | $306K | Hold |
1,000
| – | – | 0.06% | 54 |
|
|
2024
Q4 | $293K | Buy |
+1,000
| New | +$293K | 0.06% | 57 |
|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$280K | – | 55 |
|
|
2023
Q4 | $280K | Hold |
1,200
| – | – | 0.06% | 42 |
|
|
2023
Q3 | $289K | Hold |
1,200
| – | – | 0.07% | 40 |
|
|
2023
Q2 | $264K | Hold |
1,200
| – | – | 0.06% | 44 |
|
|
2023
Q1 | $267K | Hold |
1,200
| – | – | 0.07% | 42 |
|
|
2022
Q4 | $287K | Hold |
1,200
| – | – | 0.08% | 41 |
|
|
2022
Q3 | $271K | Hold |
1,200
| – | – | 0.08% | 41 |
|
|
2022
Q2 | $252K | Hold |
1,200
| – | – | 0.07% | 44 |
|
|
2022
Q1 | $273K | Hold |
1,200
| – | – | 0.07% | 44 |
|
|
2021
Q4 | $296K | Sell |
1,200
-525
| -30% | -$129K | 0.07% | 42 |
|
|
2021
Q3 | $345K | Buy |
1,725
+525
| +44% | +$105K | 0.09% | 40 |
|
|
2021
Q2 | $238K | Hold |
1,200
| – | – | 0.06% | 44 |
|
|
2021
Q1 | $226K | Hold |
1,200
| – | – | 0.06% | 43 |
|
|
2020
Q4 | $211K | Buy |
+1,200
| New | +$211K | 0.06% | 43 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$205K | – | 41 |
|
|
2019
Q4 | $205K | Buy |
+1,200
| New | +$205K | 0.07% | 41 |
|