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MWC
MBM Wealth Consultants’s
Automatic Data Processing
ADP
Stock Holding History
MBM Wealth Consultants’s Portfolio
ADP Stock Details
ADP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$14K
Buy
+69
New
+$15.8K
﹤0.01%
223
2023
Q2
–
Sell
-125
Closed
-$28K
–
106
2023
Q1
$28K
Hold
125
–
–
0.01%
179
2022
Q4
$125K
Hold
125
–
–
0.06%
122
2022
Q3
$29K
Hold
125
–
–
0.01%
172
2022
Q2
$26K
Hold
125
–
–
0.01%
187
2022
Q1
$28K
Hold
125
–
–
0.01%
206
2021
Q4
$31K
Hold
125
–
–
0.01%
193
2021
Q3
$25K
Hold
125
–
–
0.01%
196
2021
Q2
$25K
Hold
125
–
–
0.01%
176
2021
Q1
$24K
Hold
125
–
–
0.01%
171
2020
Q4
$22K
Hold
125
–
–
0.01%
166
2020
Q3
$17K
Hold
125
–
–
0.01%
161
2020
Q2
$19K
Hold
125
–
–
0.01%
156
2020
Q1
$17K
Hold
125
–
–
0.01%
141
2019
Q4
$21K
Hold
125
–
–
0.02%
151
2019
Q3
$20K
Hold
125
–
–
0.02%
145
2019
Q2
$21K
Hold
125
–
–
0.02%
146
2019
Q1
$20K
Buy
+125
New
+$18.2K
0.02%
147
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$501B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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