MWM
Mattern 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 | $2.38M | Sell |
7,723
-18
| -0.2% | -$5.55K | 0.5% | 37 |
|
|
2025
Q1 | $2.37M | Sell |
7,741
-109
| -1% | -$33.3K | 0.52% | 37 |
|
|
2024
Q4 | $2.3M | Sell |
7,850
-434
| -5% | -$127K | 0.51% | 41 |
|
|
2024
Q3 | $2.29M | Sell |
8,284
-8,515
| -51% | -$2.36M | 0.5% | 44 |
|
|
2024
Q2 | $4.01M | Sell |
16,799
-1,851
| -10% | -$442K | 0.96% | 24 |
|
|
2024
Q1 | $4.66M | Sell |
18,650
-325
| -2% | -$81.2K | 1.13% | 19 |
|
|
2023
Q4 | $4.42M | Buy |
18,975
+1,354
| +8% | +$315K | 1.14% | 22 |
|
|
2023
Q3 | $4.24M | Buy |
17,621
+328
| +2% | +$78.9K | 1.24% | 15 |
|
|
2023
Q2 | $3.8M | Buy |
17,293
+1,105
| +7% | +$243K | 1.11% | 21 |
|
|
2023
Q1 | $3.6M | Buy |
16,188
+1,166
| +8% | +$260K | 1.19% | 18 |
|
|
2022
Q4 | $3.59M | Buy |
15,022
+58
| +0.4% | +$13.9K | 1.45% | 14 |
|
|
2022
Q3 | $3.39M | Buy |
14,964
+227
| +2% | +$51.4K | 1.36% | 17 |
|
|
2022
Q2 | $3.1M | Sell |
14,737
-17
| -0.1% | -$3.57K | 1.21% | 20 |
|
|
2022
Q1 | $3.36M | Buy |
14,754
+838
| +6% | +$191K | 1.1% | 21 |
|
|
2021
Q4 | $3.43M | Buy |
13,916
+4
| +0% | +$986 | 1.01% | 25 |
|
|
2021
Q3 | $2.78M | Sell |
13,912
-220
| -2% | -$44K | 0.94% | 28 |
|
|
2021
Q2 | $2.91M | Sell |
14,132
-383
| -3% | -$78.8K | 0.93% | 29 |
|
|
2021
Q1 | $2.74M | Sell |
14,515
-1,399
| -9% | -$264K | 0.96% | 28 |
|
|
2020
Q4 | $2.8M | Sell |
15,914
-534
| -3% | -$94.1K | 1.06% | 23 |
|
|
2020
Q3 | $2.29M | Buy |
16,448
+245
| +2% | +$34.2K | 0.98% | 30 |
|
|
2020
Q2 | $2.41M | Buy |
16,203
+723
| +5% | +$108K | 1.17% | 23 |
|
|
2020
Q1 | $2.12M | Sell |
15,480
-180
| -1% | -$24.6K | 1.53% | 17 |
|
|
2019
Q4 | $2.67M | Buy |
+15,660
| New | +$2.67M | 1.6% | 10 |
|